Rockstar ยท 1 day ago
New Business Operations Specialist
St Louis, MO
Full-time
Onsite
New Grad, Entry LevelRockstar is recruiting on behalf of a leading financial services firm dedicated to providing exceptional support to advisors and clients. The New Business Operations Specialist will support advisors and clients in managing new accounts and ensuring smooth transactions, requiring strong communication skills and the ability to manage multiple tasks.
Staffing & Recruiting
Responsibilities
Client Interaction: Maintain a high level of customer service, primarily through outbound communication with clients regarding the status of their transactions and accounts. Handle inbound calls for follow-ups
Collaborate with Advisors: Work closely with advisors to manage incoming assets, whether related to producing or relationships, and ensure client transactions are completed
Manage New Account Workflows: Oversee new account processes, ensuring all steps in the onboarding and asset transfer workflows are completed, including coordinating with other team members
Communication: Act as a liaison between clients, advisors, and internal teams, ensuring smooth communication and timely updates on ongoing processes
Task Management: Maintain organization and accuracy in managing multiple moving parts in account workflows and transactions
Project Management: Assist with the monitoring and execution of operational tasks and projects independently
Qualification
Required
Client Service Experience: Previous experience in client service, particularly in customer-facing roles
Organizational Skills: Strong organizational skills and the ability to manage multiple projects at once
Communication Skills: Comfortable making outbound calls and speaking with clients and carriers. Excellent verbal and written communication skills
Independence & Collaboration: Ability to work independently while also being a collaborative team member
Preferred
Project Management Experience: Experience in project management or managing workflows is a plus
Industry Familiarity: Familiarity with the financial industry is beneficial but not required
Company
Rockstar
Rockstar is rebuilding the infrastructure for employability by collapsing the cost of hiring.
Founded in 2023
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase