STRATOS · 18 hours ago
Client Service & Operations Specialist
Mt. Lebanon, Pennsylvania, United States
Full-time
Hybrid
Entry, Mid Level
$60K/yr - $75K/yr
2+ years expSTRATOS is a financial advisory firm that focuses on helping clients achieve their financial goals through personalized strategies and a collaborative team approach. The Client Service & Operations Specialist plays a crucial role in enhancing the client experience by managing client interactions, operational processes, and marketing support within the firm.
ConsultingFinancial Services
Responsibilities
Own the client experience from first touch to follow-through, ensuring every step is handled with professionalism, warmth, and accuracy
Manage the account opening and servicing processes (move money, account updates and maintenance, account transfers) from start to finish and ensure all required documentation is completed accurately
Prepare for client meetings by organizing agendas, compiling data, and maintaining up-to-date CRM and financial planning records
Capture detailed client meeting notes and collaborate with advisors on follow-up tasks to ensure a seamless client experience
Address daily client service requests with professionalism, empathy, and a solutions-oriented mindset
Serve as the central hub for administrative responsibilities, including phone communication, mailing, filing, and processing forms
Confidently engage with AI tools and technology to identify and recommend thoughtful, compliant integration opportunities that enhance operational efficiency and elevate the overall client experience
Uphold strict compliance with industry regulations, firm standards, and best practices
Collaborate with advisors to develop messaging that reflects our mission, values, and client-first approach
Manage the firm's social media and email marketing calendar, ensuring a consistent and engaging brand presence
Review and update the Frederick Wells website as needed to ensure current events are added, event recaps and all other aspects of the website align with the team’s messaging and brand
Coordinate, plan, and help execute memorable and meaningful client appreciation events, educational workshops, and community-focused experiences
Draft, format, and submit all marketing materials—including emails, social posts, event materials, and handouts—to compliance for approval
Monitor engagement analytics and suggest opportunities to enhance visibility and client connection
Qualification
Required
Bachelor's Degree preferred
2+ years of experience in financial services or wealth management preferred
A positive, energetic, and professional demeanor with a passion for service
Exceptional attention to detail and the ability to think strategically and independently
Strong organizational skills and the ability to manage multiple tasks
Proven ability to operate independently, seek out answers resourcefully, and make confident, well‑informed decisions with limited input—demonstrating sound judgment and initiative
Experience managing client, advisor and other partners' schedules through a CRM and/or Outlook
Excellent interpersonal communication skills and a desire to be an active, supportive member of a highly collaborative team
Proficiency in Microsoft Office (Word, Excel, Outlook, Teams) and demonstrated comfort and proficiency in engaging with AI tools and technology
Benefits
Retirement plan.
Health care benefits.
Paid Time Off & paid holidays.
Incentive opportunities.
Clear pathways for professional development and career growth within the firm.
Company
STRATOS
Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Emigrant Partners
2020-04-02Corporate Round
Leadership Team
Jeff Concepcion
Founder and CEO
Recent News
2025-10-09
2025-09-29
2025-06-30
Company data provided by crunchbase