Operations Specialist

A growing wealth management firm in the Parsippany area is seeking an Operations Associate to support client account administration and day-to-day operational processes. This role is ideal for someone with experience in financial services who enjoys working in a fast-paced, detail-oriented environment and delivering exceptional client service.

Responsibilities:

• Coordinate new account openings and account maintenance requests
• Manage account transfers between custodians and financial institutions
• Process client money movement transactions, including ACH and wire requests
• Support advisors and clients with account servicing inquiries
• Maintain accurate records and documentation to support compliance requirements
• Partner with operations, compliance, and advisory teams to ensure a seamless client experience

Qualifications:

• 1+ years of experience in wealth management, investment operations, brokerage, banking, or financial services
• Strong attention to detail and organizational skills
• Excellent written and verbal communication abilities
• Proficiency with Microsoft Office and CRM systems
• Experience with custodial platforms and account processing is a plus