Client Operations Specialist - Edwardsville, IL

Advisor Employee Services•Edwardsville, IL

5d•Onsite

About The Position

Slagle Financial is seeking a Client Operations Specialist in Edwardsville, IL, to join their growing team. This role is critical in ensuring a seamless client experience by supporting account openings, transfers, annuity and insurance applications, and ongoing operational processes. The ideal candidate is positive, motivated, thrives in a fast-paced environment, and takes pride in accuracy, efficiency, and follow-through. This position directly impacts clients' financial futures and supports the advisors and operations team.

Requirements

Exceptional attention to detail and organizational skills
Ability to manage multiple priorities and time-sensitive paperwork
Strong problem-solving and critical-thinking abilities
Excellent verbal and written communication skills
Self-motivated with the ability to work independently
Process-driven mindset with a commitment to accuracy
Comfortable utilizing electronic signature platforms and digital workflows
Strong follow-through and accountability
Ability to build positive relationships with advisors, clients, and business partners

Nice To Haves

Previous experience in a financial advisory, wealth management, insurance, or broker-dealer environment
Experience processing annuity applications, transfers, and account servicing requests
Working knowledge of tax-qualified and non-qualified accounts
Experience with brokerage, advisory, and life insurance accounts
Intermediate to advanced Microsoft Excel skills
Experience with CRM systems and electronic document management platforms

Responsibilities

Review, prepare, and process new account applications and related paperwork submitted by advisors
Ensure all required forms, signatures, and supporting documents are complete and accurate
Submit applications and paperwork to insurance carriers, custodians, broker-dealers, and investment companies
Coordinate and monitor account transfers, rollovers, annuity transactions, and other business activities
Proactively follow up with carriers, custodians, and other partners to keep processes moving
Research and resolve application deficiencies and outstanding requirements
Maintain accurate records and document all activity in the firm’s CRM and systems
Communicate status updates to advisors, clients, and team members in a timely, professional manner
Respond to client service requests and support operational initiatives as needed
Identify opportunities to improve workflows and enhance operational efficiency
Collaborate with team members to ensure a consistent and exceptional client experience
Perform additional duties and special projects as assigned