Job description

Job Description:

Shore Morgan Young Wealth Strategies, a boutique financial services firm in Worthington, OH, is seeking a full-time Client Operations Specialist. The candidate must be self-motivated, approachable and team oriented, capable of building strong working relationships, enhancing a positive work environment, and someone who enjoys working in a fast-paced environment across a variety of assignments. The individual who accepts this position must be an excellent communicator who understands financial concepts.

Job Summary/Responsibilities:

· Prepare and process paperwork and forms for client accounts and ongoing service

· Assist in collecting and entering key financial and personal data

· Support investment, financial planning, and insurance operations through team interactions

· Prepare and update investment, financial planning, and insurance related task lists

· Maintain electronic files, scanning and retrieving as necessary

· Ongoing CRM/database management

· Support principals and staff for varying investment-related responsibilities including phones, ad hoc reports, and client service matters

· Communicate with financial services intermediaries including product sponsors and issuers

Job Requirements:

· 2+ years of experience in the Financial Services industry and bachelor’s degree preferred

· Experience with TD Ameritrade and Charles Schwab preferred

· FINRA Series 7 securities registration and Life, Health, VA insurances licenses preferred or willingness to obtain

· Strong work ethic and attention to detail

· Ability to handle stress in a fast-paced environment

· Self-starter and ability to work effectively in a team

· Strong proficiency in current technology applications

· An ability to adapt to a flexible and ever changing business environment

Job Benefits:

· Remote work opportunities including remote days on Fridays

· Retirement plan options with an employer match

· Health insurance options with partial cost covered by employer

· Snacks, coffee, and tea provided

· Competitive salary with bonus plans

· Fast pace, upbeat and positive work environment

· Office dog!

Job Type: Full-time

Schedule:

• Monday to Friday

Education:

• Bachelor's (Preferred)

Work Location: In person

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