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Operations Specialist

Phraction Management LLC

Colchester, CT

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JOB DETAILS
SALARY
$60,000–$80,000 Per Year
SKILLS
Brand Marketing (Branding), Calendar Management, Communication Skills, Consulting, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Service Operations, Customer Support/Service, Dental Insurance, Detail Oriented, Develop and Maintain Customers, Document Management, Documentation, Finance, Financial Services, Follow Through, Health Insurance, High Net Worth, Investment Management, Life Insurance, Meeting Minutes, Microsoft Office, Multitasking, Onboarding, Operational Communications, Operational Support, Organizational Skills, Presentation/Verbal Skills, Project Tracking, Regulations, Resolve Customer Issues, Retirement Plan, Service Delivery, Team Player, Time Management, Vision Plan, Writing Skills
LOCATION
Colchester, CT
POSTED
30+ days ago
Benefits:
  • Bonus based on performance
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Operations Specialist



Colchester, CT On-site M-F
Exempt Full-Time | Competitive Annual Salary Range $60,000 - $80,000
 
 


About Phraction Management LLC



Phraction is a registered investment advisory firm headquartered in Colchester, Connecticut.  We provide investment management and family office consulting services to a select group of ultra-high-net-worth (UHNW) clients. Our firm is built on a foundation of discretion, transparency, and integrity.  



Why Join Us?



At Phraction, you’ll join a close-knit, mission-driven team that values precision, trust, and innovation. We offer:


  • A flexible hybrid work environment
  • Comprehensive benefits including medical, dental, vision, and life insurance
  • Company-sponsored SEP retirement plan
  • Paid time off and a commitment to work-life balance
  • Growth opportunities in a dynamic and evolving firm
The Role



We’re seeking an Operations Specialist who will play a critical role in delivering a high-touch, seamless client experience. This position serves as the primary service and relationship contact for a designated group of clients while also providing cross-coverage support to ensure continuity of service across the firm.


This role coordinates all aspects of client onboarding, ongoing service delivery, workflow intake, document management, and client communications. The Operations Specialist also leads intake and management of incoming communications through the firm’s shared inbox and main office phone line, supports custodial and operational requests, contributes to company brand support activities, and assists internal leaders with documentation and project tracking.


This is an ideal opportunity for a detail-oriented, client-focused professional who thrives in a collaborative and regulated environment.



Key Responsibilities



Client Onboarding & Relationship Support
  • Serve as the primary point of contact for designated client inquiries providing proactive, timely, and professional client support
  • Coordinate new client onboarding, including account opening, documentation, and custodian setup
  • Schedule client meetings and support meeting preparation
  • Draft and distribute client communications, including agendas, follow-ups, service updates, and regulatory notices
Operational & Custodial Support
  • Process account maintenance requests, including address changes, beneficiary updates, and money movements
  • Liaise with custodians and vendors to resolve account or service issues
  • Maintain accurate and up-to-date client records in CRM and portfolio management systems
  • Monitor workflows to ensure timely completion and compliance alignment
Internal & Brand Support
  • Support internal leaders with documentation, meeting notes, and project tracking
  • Assist with firm branding efforts, including coordination with design vendors and maintenance of client-facing materials
  • Assist with vault organization and compliance-aligned document management practices
What You Bring
  • Bachelor’s degree in Business, Finance, or a related field - or equivalent relevant experience
  • 2–4 years of experience in client service, operations, or financial services support preferred
  • Strong organizational skills with exceptional attention to detail
  • Polished written and verbal communication skills
  • Ability to manage multiple priorities with accuracy and follow-through
  • Proficiency with Microsoft Office and comfort using CRM platforms, document storage systems, and communication tools
  • Commitment to confidentiality, professionalism, and client service excellence
  • Comfort operating in a regulated, high-accountability environment
Phraction is an equal opportunity employer committed to creating an inclusive workplace for all. We welcome applications from individuals of all backgrounds and identities.  Employment decisions are based on business needs, job requirements, and individual qualifications.

About the Company

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Phraction Management LLC