Operations Specialist-Asset Movement

We are in search of an experienced operations specialist to assist with services supported by NFS and other providers or industry participants, partnering with practices to meet client needs, and managing exceptions to ensure &Partners client interests are protected. Looking for someone who is client service focused, detail oriented, and able to work independently.About the RoleThis role will support broad operational activities such as asset movement, document processing, account maintenance, account transfers, advisory, estate, annuities, margin, lending and alternative investments. Seeking candidates with a desire to learn a broad range of operations functions & work hard to provide a superior client service experience.ResponsibilitiesAssist with services supported by NFS and other providers or industry participantsPartner with practices to meet client needsManage exceptions to ensure &Partners client interests are protectedSupport operational activities such as asset movement, document processing, account maintenance, account transfers, advisory, estate, annuities, margin, lending and alternative investmentsQualificationsStrong written and verbal communication skillsMicrosoft Office skillsAttention to detailRequired SkillsClient service focusedDetail orientedAble to work independentlyPreferred SkillsPrevious back-office operations processing experience, particularly in Asset Movement and Mutual Fund OperationsEqual Opportunity StatementWe are committed to diversity and inclusivity.

Created: 2026-05-09