Operations Specialist
St. Louisremotemid$55K – $60K
Posted yesterday · via Workday
About this role
Job Description Summary: The Operations Specialist provides day-to-day operational support for custodian relationships across all regions, serving as a key point of contact between the firm, custodians, advisors, clients, and internal teams. This role supports custodian projects, platform access, reporting, communications, account servicing, alerts, and M&A integrations while ensuring work is accurate, timely, and well documented. The Operations Specialist works closely with the Client Service Department and cross-functional partners to resolve issues, improve processes, and deliver a consistent, high-quality service experience. Success in this role requires strong attention to detail, initiative, problem-solving skills, adaptability, and consistent follow-through.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams, salesforce
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is remote-eligible. We factor in your stated location and time-zone overlap.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teamssalesforce
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