Operations Processing Specialist supporting a leading wealth management firm, focused on processing client account documentation and service requests for independent financial advisors. You’ll handle onboarding, account maintenance, transitions, and day-to-day brokerage operations in a fast-paced environment. Standout perk: hybrid schedule (4 days onsite, 1 remote) with competitive benefits and long-term growth.
- Hybrid: 4 onsite, 1 remote
- Competitive benefits
- Long-term growth opportunity
TRC has partnered with a leading wealth management firm to hire a Operations Processing Specialist. This is a direct-hire opportunity with one of the largest and fastest-growing wealth management organizations in the U.S., offering a strong culture, competitive benefits, and long-term growth.
Hybrid Schedule: 4 days onsite, 1 day remote.
Hours of Operation: 7:30 AM – 7:30 PM (8-hour shifts).
Location
St Pete, FLRole Overview
The Wealth Management Client Services Specialist supports independent financial advisors and internal teams by processing client account documentation and service requests. This role is integral to advisor transitions, account onboarding, account maintenance, and day-to-day brokerage operations in a fast-paced environment.
Key Responsibilities
Prepare and process account opening, maintenance, rep change, and transition paperwork
Support independent financial advisors with high-quality client service
Review and follow up on brokerage and non-brokerage account requests
Serve as a subject matter resource within brokerage operations
Coordinate with clearing firms and update workflow systems
Answer inbound/outbound calls and document activity accurately
Cross-train and provide backup support during high-volume periods
Qualifications
2–3 years of related experience; financial services experience preferred
Proficiency with Microsoft Office (Excel, Word, Outlook, Teams)
Ability to learn brokerage systems (NetX360, Wealthscape, Salesforce, FEI, eQuipt)
Strong attention to detail, organization, and time management skills
Bachelor’s degree preferred; high school diploma or GED required
Preferred: FINRA SIE and/or Series 7, broker-dealer experience, Smartsheet or Envestnet exposure.
Company Description:
TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.
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