Operations & Service Representative
Posted 3 days ago
signature estate investment advisorsTysons Corner (VA)
SENIORITY
Junior
About the role
Role Summary:
Entry-level role responsible for executing core operational and service functions that support SEIA advisors and their clients. This position focuses on accuracy, timeliness, and foundational knowledge development across custodial and platform systems.
Key Responsibilities:
Execute high-volume, standardized operational tasks (account opening, maintenance, transfers, cash movements)Maintain and update client and account data across systems (Salesforce, Tamarac, custodians)Process service requests from advisors and clients with defined procedures Monitor workflows, alerts, and queues to ensure timely completion of tasks Identify errors or discrepancies and escalate appropriately Support operational needs across Schwab, Fidelity, Asset Mark, SEI, CAIS, iCapital, insurance, and brokerage platformsQUALIFICATIONS:• Bachelor's Degree (BA) from four-year college or university, or 0 to 2 years of related experience and/or training, or equivalent combination of education and experience.• Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (Power Point); and CRM software.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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