Client Service & Operations Specialist - Financial Services Full-Time | In Person |

Stanwood, WA Pay:

$25.00+ per hour, depending on experience and qualifications Monday-Friday | No weekends About Menzies Financial Since 2009, Menzies Financial has provided individuals and families with personalized financial planning and investment services. As a trusted local firm, we pride ourselves on building long-term relationships with our clients and helping them navigate important financial decisions with integrity and compassion. As a small business, we offer the opportunity to be an important part of our team, take ownership of your role, and continue developing your skills and knowledge in a supportive and professional environment. About the Role Menzies Financial is seeking a reliable, organized, and detail-oriented Operations Support Specialist to join our team in Stanwood, Washington. This role is an important part of the day-to-day operations of our financial advisory practice and includes client account processing, service requests, workflow management, technology support, and general office administration. The ideal candidate is a strong independent and critical thinker who is comfortable learning new technology, managing multiple priorities, and working in a detailed, deadline-driven environment. Experience in the financial services industry, particularly back-office operations, is highly preferred, but we are willing to train the right person. What You'll Do Process client service activities, including new account paperwork and money movement requests Track client requests and workflows from start to completion Maintain accurate client records and perform detailed data entry Follow established standard operating procedures Work within a deadline-driven and compliance-focused environment Assist with office technology, systems, and process improvements Communicate and collaborate effectively with advisors and other team members Respond to client phone calls and emails clearly and professionally Welcome clients and visitors with professionalism and warmth Prepare, organize, file, and proofread documents Identify challenges and help find positive, solutions-oriented resolutions Provide general administrative and operational support as needed What We're Looking For Strong attention to detail and accuracy Excellent organizational and time-management skills Ability to work independently, prioritize responsibilities, and follow tasks through to completion Strong written and verbal communication skills Professional and friendly client-service skills Strong computer and data-entry skills Comfortable learning and implementing new technology and software Proficiency with Microsoft Office; experience with CRM systems and Google Workspace is a plus Previous administrative, operations, or client-service experience preferred Financial-services or back-office operations experience is highly preferred, but not required Why Work With Us? At Menzies Financial, you'll be part of a small, supportive team where your work has a direct impact on both our clients and our business. We're looking for someone who wants to become an important part of the firm, develop new skills, take on additional responsibility over time, and grow with us. Compensation & Benefits Starting pay of $25.00+ per hour , depending on experience Quarterly and annual bonus opportunities 401(k) plan with employer contribution after the first year Profit-sharing opportunities Paid time off Full-time, Monday-Friday schedule No weekends Work Environment In person - Stanwood, Washington If you're organized, dependable, comfortable with technology, and enjoy helping people, we'd love to hear from you. Apply today to join the Menzies Financial team!

Pay:

$25.00 - $30.00 per hour Expected hours: 40.0 per week

Benefits:

401(k)

Work Location:

In person