Client Operations Specialist

Client Operations SpecialistHybrid | Cornelius, NCAt The Admin Effect®, we support high-performing financial advisors by doing the work that allows them to grow. We are builders, problem-solvers, and trusted partners who believe excellence lives in the details.We’re hiring a Client Operations Specialist to serve as the frontline partner for our advisor clients. This full-time role is ideal for someone who thrives in a fast-paced, high-expectation environment and takes ownership of outcomes—not just tasks.What You’ll DoOwn new business processing from start to finish with speed and accuracyPartner directly with financial advisors, carriers, RIAs, and IMOsProactively solve problems, reduce cycle times, and protect client trustBuild strong, professional relationships rooted in consistency and follow-throughUphold and represent The Admin Effect’s accountability-driven cultureWho You AreDetail-obsessed, proactive, and solutions-focusedA clear, confident communicatorAccountable — you own results and learn quicklyComfortable working with high-performing advisors and fast-moving prioritiesEager to grow in the financial services spaceRequired ExperienceExperience supporting operations within a fast-growing, service-based business (professional services, consulting, or financial/insurance preferred)Proven ability to improve efficiency, accountability, and client outcomesExperience working across teams where collaboration and follow-through matterBackground in client service, service delivery, or operations with measurable resultsComfortable using metrics, dashboards, and accountability tools (EOS familiarity a plus)Solutions-oriented with the ability to prioritize, adapt, and executeBusiness-minded with an understanding of how operations impact resultsWhy This Role MattersYou are the connection between our clients and results. By owning the details and solving problems, you help deliver on our promise: we do the work.Compensation & BenefitsSalary: Competitive and commensurate with experienceBonus: Performance-based incentive tied to team results and company growthBenefits: Medical, dental, and vision coveragePTO: 3 weeks annually + 1 floating holidayHolidays: Company-observed paid holidaysWork Environment: Hybrid — must be local to Cornelius, NC; in-office up to 3 days per week