For this position, we are only considering candidates for an in-person role based in Illinois

Operations Specialist
Location: Puzzle Wealth Solutions
Compensation: $50k–$90k base + bonus | Full benefits package

Summary:
Puzzle Wealth Solutions is seeking a detail-oriented Operations Specialist with experience in financial services to support account administration, client service, and operational functions. This role serves as a key liaison between clients and advisors, ensuring smooth onboarding, accurate reporting, and seamless day-to-day operations.

Key Responsibilities:

Prepare and process account paperwork for new and existing clients
Manage account maintenance, transfers, and money movements
Produce and deliver client performance reports
Maintain and update CRM (Redtail) and portfolio systems
Communicate directly with clients to resolve inquiries
Support advisor teams with compliance, marketing, and special projects
Perform data quality checks for regulatory filings

Qualifications:

2+ years' experience in financial services operations or client service
Associate’s degree or higher
Proficient in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
CRM experience (Redtail preferred)
Strong organizational, communication, and problem-solving skills
Ability to work independently and collaboratively

Preferred Skills:

Experience with LPL, Schwab, or Fidelity platforms
Series 7 & 66 (or 63 & 65) licenses preferred or willingness to obtain within 12 months
Life & Health Insurance Licenses a plus
Familiarity with investment products, markets, and industry regulations

Benefits:

Competitive salary + bonus potential
Health, dental, vision, and disability insurance
401(k) with employer contributions, HSA
Paid parental leave, holidays, and PTO
Support for professional development and continuing education