TRC has partnered with a leading wealth management firm to hire a Operations Processing Specialist. This is a direct-hire opportunity with one of the largest and fastest-growing wealth management organizations in the U.S., offering a strong culture, competitive benefits, and long-term growth.
Hybrid Schedule: 4 days onsite, 1 day remote.
Hours of Operation: 7:30 AM – 7:30 PM (8-hour shifts).
Location: Scottsdale, AZ
Role Overview
The Wealth Management Client Services Specialist supports independent financial advisors and internal teams by processing client account documentation and service requests. This role is integral to advisor transitions, account onboarding, account maintenance, and day-to-day brokerage operations in a fast-paced environment.
Key Responsibilities
Prepare and process account opening, maintenance, rep change, and transition paperwork
Support independent financial advisors with high-quality client service
Review and follow up on brokerage and non-brokerage account requests
Serve as a subject matter resource within brokerage operations
Coordinate with clearing firms and update workflow systems
Answer inbound/outbound calls and document activity accurately
Cross-train and provide backup support during high-volume periods
Qualifications
2–3 years of related experience; financial services experience preferred
Proficiency with Microsoft Office (Excel, Word, Outlook, Teams)
Ability to learn brokerage systems (NetX360, Wealthscape, Salesforce, FEI, eQuipt)
Strong attention to detail, organization, and time management skills
Bachelor’s degree preferred; high school diploma or GED required