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 Do
- Own the end-to-end client onboarding process from paperwork through system setup
- Manage ACAT transfers and coordinate with custodians to ensure smooth, timely transitions
- Maintain clear audit trails and accurate records of all money movement and account activity
- Handle day-to-day client servicing including requests, updates, and issue resolution
- Maintain complete, accurate, and compliant client documentation
- Identify inefficiencies and implement better workflows, processes, and tools
- Partner closely with advisors and compliance to ensure alignment and execution
What Success Looks Like
- Clean, accurate, error-free, and timely onboarding
- Fast, seamless account transfers with little to no client disruption
- Responsive, reliable client servicing
- Documented, repeatable processes that improve efficiency and reduce inefficiency
- Strong operational discipline with organized systems and clear audit trails
What We’re Looking For
- Experience in financial services operations (RIA, wealth management, or brokerage preferred)
- Strong understanding of onboarding, ACAT transfers, and client servicing workflows
- Detail-oriented with the ability to manage multiple priorities without dropping the ball
- Process-minded with a track record of improving workflows and systems
- Clear, professional communicator who is confident interacting directly with clients, advisors, and partners
- Comfortable in a fast-paced, high-accountability, client-facing environment
Non-Negotiables
- You take ownership without waiting to be told what to do
- You follow through and close loops
- You handle pressure without getting overwhelmed
- You focus on solutions, not excuses
Compensation
- Base salary starting at $70,000+
- Performance bonuses
- Benefits including health insurance and 401(k) matching
Why Bella Advisors
- Growing firm with opportunities to make a difference and contribute to our continued success
- Direct impact on client experience and firm scalability
- Clear expectations and accountability
- Team environment focused on execution and results
If you take pride in improving processes and creating efficient, well-run operations, we encourage you to apply!
