Operations Specialist – Wealth Management | Remote

Reference Number: HRJ7110
Location: Remote

Judson Group has partnered with a growing, well-respected RIA in the search for an Operations Specialist. The Operations Specialist is a critical role supporting various operational and administrative duties across the firm.

The ideal candidate has previous financial services experience, including familiarity with CRM, portfolio accounting and reporting systems, establishing processes and workflows, and ensuring an exceptional client service experience.


  • Perform routine data quality assurance procedures across various resources including CRM, portfolio accounting and reporting systems.
  • Provide exceptional client service support.
  • Responsible for processing all fund transfers and new account setup.
  • Maintain client data ensuring accuracy, security, and timeliness.
  • Aid in the creation, maintenance, and monitoring of operational workflows.
  • Responsible for developing a strong knowledge of the firm’s software packages and technologies.
  • Play a vital role in the firm’s reporting and data needs.
  • Assist the CCO with compliance tasks including audits, maintenance, and reporting.
  • Ability to improve operational efficiencies and best practices.


  • Bachelor’s Degree preferred.
  • 3+ years’ experience with a financial services or RIA firm supporting HNW clients.
  • Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination.
  • Knowledge of back-office operations of a financial planning and investment management firm.
  • Strong client service experience.
  • Experience with Black Diamond, Salesforce a plus.
  • Strong organizational skills and attention to detail.
  • Strong communication, interpersonal, and problem-solving skills.
  • Strong proficiency in all Microsoft Office programs.

Compensation: Competitive base salary, bonus, and benefits

Location: Remote

Reference Number: HRJ7110

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