Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 187 days ago

Operations Specialist

Beacon Bank91 open roles

Where
Boston, MA, USA
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowOperations SpecialistBeacon Bank · Boston, MA, USA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Beacon Bank's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

11.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.0%1 day
  2. 4.3%3 days
  3. 11.3%7 days
  4. 17.5%14 days
  5. 34.2%30 days
  6. 43.5%60 days
This job: posted 187 days ago

The posting

Division: Clarendon Private

Department: Clarendon Private

Reports to: Head of Operations & Compliance

Status: Non-Exempt

Grade: 8

Salary Range: $21.55 - $36.63

Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Location: Boston, MA

Purpose/Objective:

We are seeking a detail-oriented and experienced Operations Specialist to support the day-to-day operational functions of our Registered Investment Advisory Firm (RIA). The role is primarily responsible for managing client onboarding, account maintenance and other custodial requests through our designated custodian, Charles Schwab. The ideal candidate will be responsible for working closely with the Operations and Client Service teams to monitor and execute client requests to deliver an excellent client experience.

Key Accountabilities:

· Serve as the liaison between client service and the custodian for all operational inquiries – i.e. managing client onboarding, ACAT transfers, money movement requests and general account maintenance.

· Prepare new account applications and ensure all documentation is complete, accurate and compliant prior to submission. Monitor the progress through completion.

· Coordinate with client service to gather required client information and resolve onboarding issues

· Process account updates and service requests and troubleshoot/resolve rejected, delayed or not in good order requests.

· Interact with custodian daily via phone or online portal to status and remediate custodial requests.

· Provide timely updates to client service team and deliver a high level of professionalism and responsiveness.

Education:

· Bachelor’s Degree required

Experience:

· 3-5+ years of experience in RIA, broker-dealer, or financial services operations

· Hands-on experience with Schwab Advisor Center (or similar custodial platform) is preferred

· Experience with back-office custodial operations, i.e. client onboarding, account maintenance, asset transfer, etc.

Skills & Knowledge:

· Strong research, problem solving and critical thinking skills, with ability to synthesize and interpret data quickly.

· Genuine interest in financial markets and wealth management

· Excellent interpersonal skills and desire to be a dynamic team player

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at [email protected].

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Beacon Bank's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Beacon Bank's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Beacon Bank's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.