Financial Services Operations Specialist

Overview: The Financial Services Operations Specialist plays a key role in ensuring the smooth execution of day-to-day financial operations within a firm. This position supports the processing, reconciliation, and servicing of client accounts, while maintaining compliance with regulatory requirements and internal policies. The role requires strong attention to detail, excellent organizational skills, and the ability to collaborate across departments to deliver seamless client experiences. Key Responsibilities: Process and monitor financial transactions, including account openings, transfers, deposits, withdrawals, trades, and settlements, ensuring accuracy and timeliness. Reconcile accounts, investigate discrepancies, and resolve operational issues in coordination with internal teams and external partners. Support daily operational workflows related to securities, cash management, lending, or investment accounts. Maintain and update client account records, documentation, and reporting in accordance with regulatory and compliance standards. Assist in implementing process improvements to increase operational efficiency and reduce risk. Serve as a liaison between clients, advisors, custodians, and back-office teams to address inquiries and provide operational support. Participate in system testing, new product launches, or technology upgrades to support evolving business needs. Ensure adherence to financial industry regulations (e.g., SEC, FINRA) and company policies in all operational activities. Support periodic audits and prepare documentation for internal and external reviews. Provide reporting, data analysis, and insights to leadership to support business decisions. Qualifications: Bachelor's degree in Finance, Business Administration, Accounting, or related field. 2-5+ years of experience in financial services operations, back-office processing, or account servicing. Familiarity with investment products, brokerage operations, or banking services preferred. Strong analytical and problem-solving skills with high attention to detail. Proficiency in financial software platforms, CRM systems, and Microsoft Office Suite (especially Excel). Excellent communication skills and the ability to work collaboratively in a fast-paced environment. Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting . Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Futureâ„¢

Created: 2025-09-26