Operations Support Specialist

2 days ago


Kansas City, Kansas, United States Claire Myers Consulting Full time
About Our Firm

Claire Myers Consulting is a boutique financial services firm dedicated to providing tailored financial solutions for high-net-worth individuals, families, and executives. We pride ourselves on our close-knit team culture and commitment to client success.

Job Opportunity

We are seeking a highly organized and detail-oriented Operations Support Specialist to join our Kansas City office. This role will involve supporting the daily activities of new business opportunities, working closely with advisors and internal team members.

Key Responsibilities:
  • Support new business workflows, including processing applications, DI policies, account rollovers, and additional business needs for existing clients.
  • Assist in tracking and managing new business opportunities, ensuring all required documentation is collected and organized efficiently.
  • Help assemble comprehensive client packets, ensuring advisors have all necessary information and materials for successful client meetings.
  • Serve as a point of contact between team members to facilitate smooth communication and ensure all tasks are on track.
  • Provide exceptional service, managing multiple tasks with attention to detail and ensuring clients receive prompt, high-quality support.
Requirements:
  • 1+ year of experience in the financial services sector.
  • Experience in project management.
  • Ultra-organized with strong attention to detail, capable of managing and tracking multiple tasks.
  • Excellent multitasking abilities, able to monitor and adapt to the fast-paced needs of the team.
  • Strong interpersonal skills and a collaborative spirit, with a proactive approach to identifying and solving potential issues.
  • Previous experience in a client service, operations, or support role.
  • High level of professionalism and discretion, particularly in handling sensitive client information.
Compensation & Benefits

We offer a competitive salary up to $65,000 dependent on experience, along with a comprehensive health and wellness package. The successful candidate will also have the opportunity to work in a dynamic and supportive environment, with access to ongoing training and professional development opportunities.



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