About this opportunity
The Well lists this Operational Specialist opportunity in charlotte, North Carolina. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Operations Specialist – Financial Services Firm Location: Ballantyne, NC (On-site, Full-time)
Work Environment: On-site — training in Belmont, with primary placement at our client's Ballantyne office
Role Summary
We're hiring an Operations Specialist on behalf of our client — a growing financial services firm based in the Charlotte, NC metro area. This role plays a critical part in the firm's continued expansion into a new office, taking full ownership of client-facing account operations for that location. The ideal candidate is a seasoned, confident operations professional who thrives working autonomously and isn't afraid to hold firm on process.
Core Responsibilities
Facilitate new client account openings, ensuring documentation is complete and accurate
Process in-force service requests, including beneficiary changes, transfers, and account updates
Serve as the primary point of contact between advisors and clients once a prospect converts to a client
Manage annuity, life, long-term care, and brokerage account processing
Maintain client records across the firm's CRM and related systems
Ensure all account activity complies with firm policy and industry regulation
Operate independently at a satellite office location, escalating appropriately when needed
Uphold firm processes consistently, including when an advisor requests an exception
Candidate Profile
3-5 years of experience in financial services operations, with direct exposure to custodial platforms (Schwab, Fidelity, or similar)
Comfortable in a fast-paced environment and able to ramp up on new systems within 60-90 days
Confident, professional, and capable of working independently with minimal day-to-day oversight
Strong communicator who is comfortable being the primary client contact
Series 65/66 and life & health licensing are a plus, not required
Compensation and Benefits
Base salary of $55,000 to $75,000, depending on experience
Annual performance-based bonus
401(k) plan
Professional development and training opportunities
A supportive, collaborative team environment
Work Environment and Culture
This is a full-time, on-site role based in the Charlotte metro area, with initial training at our client's Belmont location before transitioning to their Ballantyne office. Our client values direct communication, accountability, and strong client relationships, and operates in a fast-paced, close-knit environment where every team member's follow-through matters.
Worksite address
charlotte, NC, 28201, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.