Operations Specialist

Job Description

Job Description

Feldspar & Flint LLC is a NYC metro-based Talent Consulting firm that specializes in operational strategy across core business functions.

Our client is looking for an Operations Specialist for ensuring accurate setup and maintenance of client accounts. This role requires strong attention to detail, risk awareness, and collaboration with internal teams to deliver superior client service. The Specialist will develop expertise in business lines, sub custodian network, and systems such as Unified Account File (UAF), Keystone, and Fircosoft, while contributing to process improvements that enhance efficiency and reduce risk.

Responsibilities

• Set up new accounts, update existing accounts, and close accounts as needed.
• Accurately code data from new account forms into company systems.
• Perform maintenance functions and resolve discrepancies to minimize risk.
• Monitor for incomplete or inconsistent information and escalate issues promptly.
• Communicate professionally and constructively to resolve problems and support internal clients.
• Collaborate with the Client Service Group to ensure timely and accurate account setups.
• Prepare and maintain documentation related to account activities.
• Contribute to process improvement initiatives to enhance productivity and reduce risk.
• Gain a comprehensive understanding of company systems and workflows to identify efficiency opportunities.

Qualifications