Operations Specialist

Ameriprise Financial • Tacoma, WA

1d • Onsite

About The Position

Arrow Financial Group is a client-focused wealth management practice committed to delivering a high level of personalized service and proactive financial planning. We are seeking a highly organized, detail-oriented, and client-focused Operations Specialist to support advisors and guide new clients through a seamless onboarding and account transition experience. Position Overview The Operations Specialist plays a critical role in supporting advisors, managing client transitions, and ensuring all onboarding processes are completed accurately and efficiently. This individual will serve as a key point of contact for clients throughout the onboarding process while coordinating operational workflows, account transfers, and follow-up activities across multiple households and advisors.

Requirements

• 2–5+ years of administrative, operations, or client service experience required
• Strong organizational and time management skills with the ability to manage multiple priorities
• High attention to detail and follow-through
• Excellent communication and client service skills
• Ability to troubleshoot issues independently and work collaboratively within a team environment

Nice To Haves

• Financial services or wealth management experience strongly preferred
• Experience with account opening, ACATs, transfers, or onboarding workflows preferred
• Experience with CRM systems and document management systems preferred

Responsibilities

• Input, submit, and track Ameriprise CPI packets
• Conduct onboarding calls with clients to gather information, request documentation, and answer questions
• Walk clients through registration and navigation of the Ameriprise secure client site
• Open accounts, submit ACAT transfers, and track funds through settlement
• Resolve complex client questions and account issues during the transition process
• Troubleshoot NIGO paperwork and accounts by identifying issues, correcting documentation, and resubmitting items
• Track signatures and proactively follow up until all paperwork is completed
• Scan, upload, and file documentation into the appropriate systems
• Coordinate third-party products including statements, appointment paperwork, and transfers of outside accounts and 529 plans
• Track multiple households and onboarding workflows across each advisor’s book of business
• Prepare for and support the first review meeting with the new advisor
• Ensure a smooth and organized handoff to the ongoing operations team following the first review meeting
• Provide exceptional client communication and service throughout the onboarding experience

Benefits

• Medical, dental, and vision coverage
• Life and disability insurance
• 401(k) with employer match
• Paid time off (PTO) and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed