About this role
Alongside Operations Specialist (66266) at Employer. Location: Austin, Texas, United States. Role: coordinate onboarding, log requests, escalate issues Requirements: 3–5 years operations experience in RIAs or advisor platforms; familiarity with custodial platforms and reporting systems; strong organizational and communication skills; service-oriented. Category: Business Operations Seniority: Mid Level Tools: CRM tools, document management, rebalancing systems, custodial platforms (Schwab, Fidelity), performance reporting (Black Diamond, Orion) Commitment: Full Time Workplace: Onsite Languages: English