Located in Acton, MA
Pay: $60K-$70K DOE
Job Full Description
We are seeking an Operations Specialist for a financial services firm in Acton, MA. This is a DIRECT HIRE role. This role is integral to delivering a seamless, white-glove client experience while ensuring operational excellence behind the scenes.
Responsibilities:
- Manage and process client account applications, transfers, and related documentation with exceptional accuracy
- Oversee end-to-end document workflows, including electronic signature platforms such as DocuSign
- Proactively follow up with clients to obtain required documentation and ensure timely completion of account processing
- Maintain organized and compliant client records in accordance with firm and regulatory standards
- Support advisors with ongoing client service requests and operational coordination
- Safeguard sensitive financial and personal information with the highest level of discretion
- Identify and implement process improvements to enhance workflow efficiency and client experience
Requirements:
- 2+ years of administrative or client service experience required
- Previous financial services or professional services experience preferred
- Exceptional attention to detail and commitment to quality
- Strong written and verbal communication skills with a polished, professional presence
- Experience handling confidential client information in a regulated environment
- Proficiency with Microsoft Office and digital workflow tools;
- Ability to manage multiple priorities while maintaining composure and precision
This is a full time, hybrid-remote opportunity (3 Days In Office, 2 Remote). The salary range is $60K-$70K. If interested, please send resume to jobs.actonma@expresspros.com
Benefits:
- Competitive base salary
- Health, dental, and vision insurance
- 401(k) with company contribution
- Paid time off and paid holidays
- Professional development support
- Hybrid work flexibility within a structured schedule
- Annual bonus
- Collaborative, relationship-driven firm culture
Acton, MA
2873
1740 Massachusetts Avenue
Suite C2
Boxborough, MA 01719
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