Top 75 Finance operations occupations Jobs in Ocoee, Fl

Client Operations Specialist - Wealth Management
The LifeWealth Group —Winter Garden, FL
- $50,000 - $70,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Vice President, Trade Capture
BNY —Lake Mary, FL
- Full-time
- 7 years
- Office
- Supervising experience
5d
Analyst (contract)
KPMG —Orlando, FL
- $22 - $26 an hour
- Contract
- Microsoft Excel
- Microsoft Outlook
- Office
Specialist, Client Processing
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Research
- Bachelor's degree
- Experience equivalent to degree accepted
7d
Specialist, Client Processing Representative
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Office
- High school diploma or GED
- Bachelor's degree
Specialist, Investor Services Operations Representative
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Office
- Finance
- Analysis skills
Junior Compliance Officer
AutoPayPlus by U.S. Equity Advantage —Orlando, FL
- Full-time
- Office
- Finance
- Analysis skills
Quick Apply
Associate, Client Processing Representative I - Global Clearing Ops
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Mid-level
- Office
- High school diploma or GED
Associate, Derivatives Middle Office
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Mid-level
- Office
- 1 year
Client Processing Representative
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Office
- Bachelor's degree
- Senior level
Specialist, Derivatives Support
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Mid-level
- Finance
- Analysis skills
Specialist, Investor Services Operations II
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Office
- Project management
- Bachelor's degree
13d
Compliance Specialist
COGENT BANK —Lake Mary, FL
- Mid-level
- 3 years
- High school diploma or GED
6d
Associate, Client Processing Representative II
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Mid-level
- Office
- 3 years
Specialist, Shareholder Services Representative
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Office
- Finance
- Analysis skills
Associate, Client Processing II - Core Clearing Client Processing
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
Specialist, Middle Office Representative II
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Mid-level
- Office
- High school diploma or GED
13d
Client Onboarding Analyst
BNY Mellon —Lake Mary, FL
- $24.74 - $30.90 an hour
- Contract
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Trade Operations Specialist
BNY Mellon —Lake Mary, FL
- $29.60 - $37.00 an hour
- Contract
- Hybrid work
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
11d
Senior Specialist, Client Processing
The Bank of New York Mellon Corporation —Lake Mary, FL
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted

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finance operations occupations jobs near ocoee, fl

Client Operations Specialist - Wealth Management

The LifeWealth Group
Winter Garden, FL

Quick Apply

Job Details

Full-time
$50,000 - $70,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
Flexible spending account
Paid time off
Vision insurance
Life insurance
Referral program
Retirement plan

Qualifications

Trading
Bank transfers
Money transfers
Bachelor's degree
Client services
Organizational skills
Financial services
CRM system proficiency
Productivity software
Associate's degree
Technical Proficiency
Account opening
Time management

Full Job Description

I. MISSION

The Client Operations Specialist at The Lifewealth Group is a key part of our team serving as the true connection between our clients, support team, and advisors. This great communicator, influencer and enthusiastic person supports the vision, positive culture and team spirit.

The role of this position is to engage and support the success of the Operations team by supporting this department in all aspects, including account opening /funding, client service and portfolio administration.

The Client Operations Specialist requires good time management skills and must be flexible in a fast paced and changing environment. This position also requires attention to detail, ability to work quickly and efficiently with given technology and the ability to multi-task.

II. ESSENTIAL RESPONSIBILITIES

Client Engagement

· Provides administrative support to the Operations Department with new business applications (incl. but not limited to investment applications, brokerage applications, annuity /insurance applications) and transfer of assets for account funding/policy issue.

· Responds to Client Service Requests (Incl. Address changes, beneficiary changes, account access, death claims, account information requests, tax document requests)

· Assist Operations department with RMD’s

· Supports Operations department with implementation of investment allocations, money movement,

· Send paperwork to clients using the electronic signature system while adhering to the Custodian’s compliance rules pertaining to electronic signatures.

· Quality Check and submit signed paperwork to Custodian for processing.

III. POSITION SPECIFICATIONS

The Client Operations Specialist serves as a key liaison between clients, advisors, and the Operations team, ensuring smooth day-to-day client and account support. This role is responsible for assisting with account openings and funding, processing investment and insurance applications, handling client service requests, and supporting money movement functions and required distributions. The specialist also manages client paperwork, ensures accuracy and compliance with custodian requirements, and supports money movement and investment implementation. Success in this role requires strong organization, attention to detail, and the ability to thrive in a fast‑paced, technology-driven environment.

Must Haves

Associate's degree in relevant field of study

2+ years of experience in an Investment Operations role

Experience in Account Openings, Money Movement, Transfers, Placing Trades

Detail oriented + High sense of urgency

Microsoft Office Suite

Ability to work in a fast-paced work environment

Ability to multitask and strong organizational skills

Experience in CRM related to finance industry

Nice to Haves

Bachelors Degree

Series 65 license

FL215 license

Experience with investments and financial planning

Knowledge of Broker Dealer + investment advisory regulations

Proficiency in Redtail

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Referral program
Retirement plan
Vision insurance

Application Question(s):

On a scale of 1-10, how confident do you feel with Insurance annuities, opening new accounts, and brokerage applications/investment applications?

Experience:

Financial services: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

finance operations occupations jobs in ocoee, fl

Client Operations Specialist - Wealth Management

Vice President, Trade Capture

Analyst (contract)

Specialist, Client Processing

Specialist, Client Processing Representative

Specialist, Investor Services Operations Representative

Junior Compliance Officer

Associate, Client Processing Representative I - Global Clearing Ops

Associate, Derivatives Middle Office

Client Processing Representative

Specialist, Derivatives Support

Specialist, Investor Services Operations II

Compliance Specialist

Associate, Client Processing Representative II

Specialist, Shareholder Services Representative

Associate, Client Processing II - Core Clearing Client Processing

Specialist, Middle Office Representative II

Client Onboarding Analyst

Trade Operations Specialist

Senior Specialist, Client Processing

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