Wealth Operations Specialist

Signal Advisors•Detroit, MI

6h•Hybrid

About The Position

As a Wealth Operations Specialist, you’ll support Signal’s wealth management business by ensuring the day-to-day servicing work gets done accurately, on time, and compliantly. In this role, you’ll be responsible for owning and executing operational workflows like service tickets in Salesforce, beneficiary updates, and other custodian/platform processes. You will own the end-to-end operational workflows acting as the vital link between our advisors, internal teams, and custodians like Fidelity and Schwab.

Requirements

Direct experience navigating Fidelity and Schwab advisor platforms.
Proven track record in wealth management operations or account services.
Attention to detail and "measure twice, cut once" approach to complex financial paperwork and digital workflows.
A strong aptitude for customer service and meeting SLAs.

Nice To Haves

Professional experience with Orion and Salesforce is a big plus.

Responsibilities

Execute Operational Workflows: Own and process account service requests including new account openings, maintenance, money movements, and account closures.
Manage Service Tickets: Utilize the Salesforce Wealth Console to track, document, and resolve advisor requests with a high sense of urgency.
Custodian Coordination: Interface directly with Fidelity, Schwab, and other platforms to ensure workflows are completed accurately and on time.
System Integrity: Keep our CRM and operations systems (Orion, Salesforce) updated to ensure "source of truth" data for our advisors.
Support Transitions: Assist with onboarding and transition work for new advisors joining the Signal platform.
Data & Reporting: Run data, reporting, and analytics across our various wealth platforms.