Top 208 Finance operations occupations Jobs in Ohio

Operations Specialist
Stratos Wealth Partners —Beachwood, OH
- $60,000 - $62,500 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Bachelor's degree
- Paid parental leave
- Health savings account
10d
Onboarding Specialist
Stratos Wealth Partners —Beachwood, OH
- $65,000 - $70,000 a year
- Full-time
- Hybrid work
- 6 years
- Microsoft Outlook
- Bachelor of Science
- Health savings account
- Health insurance
10d
Investment Compliance Analyst
Stratos Wealth Partners —Beachwood, OH
- $70,000 - $80,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
- Health savings account
- Health insurance
12d
Compliance Specialist
Electronic Merchant Systems —Cleveland, OH
- From $18 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
13d
Sales Operations Coordinator
Western & Southern Financial Group —Cincinnati, OH
- From $48,800 a year
- Full-time
- Mid-level
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Fund Accountant I
Ultimus Fund Solutions —Cincinnati, OH
- $50,000 - $55,000 a year
- Full-time
- Office
- Finance
- Analysis skills
Quick Apply
AVP, Fund Compliance - Mutual Funds
Ultimus Fund Solutions —Columbus, OH
- $75,000 - $100,000 a year
- Full-time
- Writing skills
- Office
- 3 years
Quick Apply
4d
AVP, Fund Compliance - Mutual Funds
Ultimus Fund Solutions —Cincinnati, OH
- $75,000 - $100,000 a year
- Full-time
- Writing skills
- Office
- 3 years
Quick Apply
4d
Financial Analyst
Ascendion —Columbus, OH
- $90,000 - $110,000 a year
- Mid-level
- Office
- In-person
- Disability insurance
- Health insurance
Expense Fraud Analyst
Deloitte —Columbus, OH
- $63,000 - $105,000 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Finance
4d
Client Associate/Registered Client Associate
Royal Bank of Canada —Westlake, OH
- $40,000 - $70,000 a year
- Full-time
- Sales
- Research
- Office
- Disability insurance
- Health insurance
5d
Transaction Specialist IV
JPMorganChase —Westerville, OH
- Full-time
- Mid-level
- High school diploma or GED
- Conflict management
- Health insurance
- Tuition reimbursement
12d
Compliance Representative
U.S. Bank National Association —Cincinnati, OH
- $75,820 - $89,200 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
13d
Securities Operations Specialist I or II
State Teachers Retirement System of Ohio —Columbus, OH
- $30.98 - $39.21 an hour
- Full-time
- Pass drug screening
- Mid-level
- Office
- Free parking
- Health insurance
Relationship and Operations Associate
Carson Group —Blue Ash, OH
- $60,000 - $80,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health savings account
- Disability insurance
Operations Analyst - Bank Operations
WesBanco Bank, Inc. —Youngstown, OH
- Remote
- Computer literacy
- Mid-level
- Office
14d
Treasury Operations Analyst
Susa Financial, Inc —Ohio
- $73,900 - $98,500 a year
- Full-time
- Mid-level
- Office
- Organizational skills
- Employee stock purchase plan
- Health insurance
Quick Apply
Account Services Associate
Farmers National Bank —Niles, OH
- Office
- High school diploma or GED
- US work authorization
Quick Apply
Financial Crimes Officer II
Fifth Third Bank —Cincinnati, OH
- $82,100 - $172,500 a year
- Full-time
- 5 years
- Office
- Bachelor's degree
12d
KPB Client Service Associate
KeyBank National Association —Brooklyn, OH
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
4d

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finance operations occupations jobs near ohio

Operations Specialist

Stratos Wealth Partners -
Beachwood, OH

Apply Now

Job Details

Full-time
$60,000 - $62,500 a year
10 days ago

Benefits

Paid parental leave
Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
401(k) matching
Life insurance
Referral program
Retirement plan

Qualifications

Customer communication
Financial services customer support
Bachelor's degree
Attention to detail
Client services
Industry knowledge of financial regulations
Organizational skills
Business Administration
Productivity software
Experience practicing in the securities industry

Full Job Description

Operations Specialist

Job Description:

The Operations Specialist will report directly to the Director of Operations.

The Operations Specialist is responsible for providing a wide range of administrative and client support services. They will work closely with advisors and their staff to field inquiries, process transactions, and ensure client requests are resolved timely. The Operations Specialist also works closely with various departments within Stratos. The Operations Specialist also plays a key role in risk management, identifying items that require urgent attention, and ensuring items are responded to timely.

Job Responsibilities

· Provide client service to our Stratos financial advisors and asset management partners.

· Work with multiple custodians to facilitate any operational functions such as new account opening, transfers, money movements, etc.

· Serve as a subject matter expert on all custodial platforms

· Service Insurance & Annuity related requests assigned to the House Brokerage Program

· Display problem solving abilities and facilitate any escalations necessary with the various custodians.

· Serve as an internal resource for account servicing, custodian-related inquiries, and the House Brokerage Program.

· Identify and resolve client issues promptly.

· Provide resolution to complex issues.

· Assist with the licensed and non-licensed onboarding of advisors and their staff.

· Contribute to the development and implementation of new processes and procedures.

· Stay up to date on industry knowledge and best practices.

· Build and maintain positive relationships with clients and colleagues.

· Work independently and as part of a team.

· Meet deadlines and maintain strong attention to detail.

· Provide front desk coverage as needed.

Job Requirements:

· Bachelor’s degree in business administration, finance, or related field.

· FINRA Series 7 and 66 preferred

· 2+ years of experience in client service or a related field.

· Strong understanding of financial services terminology and regulations.

· Proficient in Microsoft Office Suite and other relevant software.

· Excellent communication, interpersonal, and organizational skills.

· Detail-oriented and able to multitask.

· Ability to work independently and take initiative.

· Positive and enthusiastic attitude.

· Commitment to providing excellent customer service.

· Ability to work in a fast-paced environment.

· 2+ Years of RIA industry experience (preferably with a large RIA).

· Familiarity with LPL, Fidelity and/or Charles Schwab a plus.

· CRM experience preferred (Salesforce Experience is a plus)

Pay: $60,000.00 - $62,500.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid parental leave
Paid time off
Referral program
Retirement plan
Vision insurance

Work Location: Hybrid remote in Beachwood, OH 44122

Apply Now

Refine Your Search

finance operations occupations jobs in ohio

Operations Specialist

Onboarding Specialist

Investment Compliance Analyst

Compliance Specialist

Sales Operations Coordinator

Fund Accountant I

AVP, Fund Compliance - Mutual Funds

AVP, Fund Compliance - Mutual Funds

Financial Analyst

Expense Fraud Analyst

Client Associate/Registered Client Associate

Transaction Specialist IV

Compliance Representative

Securities Operations Specialist I or II

Relationship and Operations Associate

Operations Analyst - Bank Operations

Treasury Operations Analyst

Account Services Associate

Financial Crimes Officer II

KPB Client Service Associate

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