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Business Operations Specialist

1 month ago

St Louis, Missouri, United States OneDigital Full time

OneDigital is partnering with Benjamin F. Edwards to hire an Operations Specialist – Client Workflow Based in Clayton, MO. This is an excellent opportunity for a recent graduate to jumpstart their career in a supportive, flexible, and friendly team with a culture that fosters growth and offers ample opportunities for future career advancement.

As an Operations Specialist - Client Workflow, you'll play a key role in supporting advisors and their teams by handling account administration, asset movement requests, and ensuring seamless operations.

Key Responsibilities:

  • Provide expert support for account setup, asset movement, and document processing.
  • Ensure accuracy in workflows, signatures, and processing needs.
  • Handle ongoing account requests like deposits, client profile updates, and online access.
  • Collaborate with custodians for approvals and escalations.
  • Promote and assist with the adoption of digital tools for account opening and funding.
  • Assist with audits by gathering essential data and documents.

Qualifications:

  • Energetic, results-driven, and quick to adapt in a fast-paced environment.
  • Strong communication skills with a client-focused approach.
  • Tech-savvy and proficient in Microsoft Word and Excel.
  • Willingness to work overtime as needed.

Benjamin F. Edwards is a growing national wealth management firm that values innovation, collaboration, and success.