Senior Operations Specialist

Job overview

The Senior Operations Specialist role is onsite in Independence, OH. Compensation is $50,400–$63,000 per year. The position supports MAI Wealth Management’s Investment Operations team across the firm’s front-, middle-, and back-office needs. The role processes daily operational requests and helps the team meet short- and long-term goals. Through accurate account and transaction work, reporting, issue resolution, and process improvement, the specialist supports client and advisor service and operational risk governance.

What you'll do

• Process account onboarding, maintenance, transaction entry, billing, quarterly reporting, and other client and advisor requests
• perform product and service setup and maintenance
• execute scheduled transactions and processes
• respond to inquiries and ad hoc requests
• use CRM workflows and resolve issues
• reconcile reports and transactions, review exceptions, and complete quality control and daily reporting
• communicate with advisors, operational groups, and custodians to resolve discrepancies
• identify process improvements
• participate in projects as needed.

What we're looking for

Skills & competencies

senior operations specialist

independence oh

mai wealth management

full-time

investment operations

securities operations

account onboarding

transaction processing

billing

quarterly reporting

crm

reconciliation

process improvement

$50,400–$63,000/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision insurance
• 401(k)
• health savings account
• paid maternity and parental leave
• tuition reimbursement.

Why this role

Requires a BA or BS in Finance, Accounting, or a related field; 1–3 years of securities operations experience; knowledge of equity and fixed-income securities and other investment vehicles; and proficiency with Microsoft Office applications.

About the employer

MAI WEALTH MANAGEMENT, INC. is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.