Client Operations Specialist at Bridges Trust in Omaha, NE

Job description

• The Client Operations Specialist plays an important part in the client experience by ensuring account activity is completed accurately, service requests are resolved promptly, and client-facing teams have the information and operational support they need. This role supports trust and investment operations while identifying opportunities to improve efficiency, accuracy, and scalability. Day-to-day responsibilities include client account onboarding, distributions, investment transactions, performance reporting, fees, tax reporting, cost-basis maintenance, and statement production.
• Working across Trust, Wealth Management, Investment Management, Compliance, and Client Service, the Client Operations Specialist helps ensure accounts are administered accurately, maintained in good standing, and supported in a timely manner. This role requires strong operational knowledge, critical thinking, attention to detail, and a continuous-improvement mindset.

Responsibilities

• Support the opening, maintenance, and closing of trust, estate, agency, investment, and custodial accounts.
• Process client and trust activity, including distributions, bill payments, tax payments, receipts, transfers, trades, and other transactions.
• Manage investment and custodial accounting for client activity and holdings.
• Support performance reporting, fee calculations, cost-basis maintenance, tax-lot accounting, tax reporting, and alternative investment processing.
• Reconcile account activity and resolve discrepancies involving cash, holdings, transactions, pricing, performance, and client data.
• Coordinate monthly client statement production and distribution.
• Maintain accurate account and investment data across trust accounting, portfolio accounting, custodial, and client relationship management systems.
• Partner across departments to address client needs, resolve operational issues, and ensure accounts remain current and in good standing.
• Evaluate workflows and implement automation, standardized procedures, and controls that improve efficiency, accuracy, and scalability.
• Identify the root causes of recurring issues and develop sustainable operational solutions.
• Maintain process documentation and support system implementations, conversions, testing, and data-validation initiatives.
• Complete operational projects and other responsibilities as assigned.

Requirements

• Associate or bachelor’s degree in accounting, finance, business, or a related field preferred.
• Five or more years of financial-services operations experience.
• Experience in trust operations, investment operations, custodial accounting, or wealth management preferred.
• Working knowledge of trust accounting, investment accounting, performance calculations, cost basis, tax lots, fees, and transaction processing.
• Demonstrated experience improving processes, automating workflows, or implementing operational solutions.
• Strong analytical, problem-solving, organizational, and communication skills.
• Detail-oriented, service-minded, and able to manage competing priorities in a fast-paced environment.
• Ability to work independently and collaboratively across teams.
• Intermediate proficiency with Microsoft Excel.
• FIS TrustDesk
• Advent Suite, including APX, Moxy, Genesis, and BDLink
• Salesforce
• Workflow automation, reporting, or data-visualization tools

Skills

Preferred

• FIS TrustDesk
• Salesforce