Client Operations Specialist

Bella Advisors is growing!We are looking for an Operations Specialist to own client onboarding and ongoing servicing. This is a hands-on, client-facing role where you are the face of Bella Advisors, managing details in real time, and continuously improving how work gets done. If you thrive in fast-moving environments, stay composed under pressure, and take pride in building processes, this role will fit you well.This is not a passive back-office role. You are a key driver of the client experience.What You'll DoOwn the end-to-end client onboarding process from paperwork through system setupManage ACAT transfers and coordinate with custodians to ensure smooth, timely transitionsMaintain clear audit trails and accurate records of all money movement and account activityHandle day-to-day client servicing including requests, updates, and issue resolutionMaintain complete, accurate, and compliant client documentationIdentify inefficiencies and implement better workflows, processes, and toolsPartner closely with advisors and compliance to ensure alignment and executionWhat Success Looks LikeClean, accurate, error-free, and timely onboardingFast, seamless account transfers with little to no client disruptionResponsive, reliable client servicingDocumented, repeatable processes that improve efficiency and reduce inefficiencyStrong operational discipline with organized systems and clear audit trailsWhat We're Looking ForExperience in financial services operations (RIA, wealth management, or brokerage preferred)Strong understanding of onboarding, ACAT transfers, and client servicing workflowsDetail-oriented with the ability to manage multiple priorities without dropping the ballProcess-minded with a track record of improving workflows and systemsClear, professional communicator who is confident interacting directly with clients, advisors, and partnersComfortable in a fast-paced, high-accountability, client-facing environmentNon-NegotiablesYou take ownership without waiting to be told what to doYou follow through and close loopsYou handle pressure without getting overwhelmedYou focus on solutions, not excusesCompensationBase salary starting at $70,000+Performance bonusesBenefits including health insurance and 401(k) matchingWhy Bella AdvisorsGrowing firm with opportunities to make a difference and contribute to our continued successDirect impact on client experience and firm scalabilityClear expectations and accountabilityTeam environment focused on execution and resultsIf you take pride in improving processes and creating efficient, well-run operations, we encourage you to apply!