{"id":1118977,"url":"https://alion.io/job/bridges-trust-client-operations-specialist","title":"Client Operations Specialist","company":{"id":671435,"name":"Bridges Trust","domain":"bridgestrust.com","url":"https://alion.io/company/bridgestrust","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Rippling","truth_index":null},"role":"Operations","role_family":"Operations","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Omaha, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":74000,"max_usd":146000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1763},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-09-22T15:43:55Z","employer_posted_date":"2026-09-22","last_verified_at":"2026-09-29T17:47:09Z","board_verified":true,"closed_at":null,"days_open":7,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":7},"description":"About Bridges Trust\nBridges Trust is a privately-owned trust and wealth management firm providing comprehensive trust, wealth management, family office, and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Our experienced team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generations.\nBridges Trust is built on the tenacity and ethic of our team members. We are united in our commitment to deliver expertise and unparalleled service and look forward to adding team members who align with our values of trust, service, excellence, and performance.\nAbout the role\nThe 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.\nWorking 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.\nWhat you'll do\nSupport the opening, maintenance, and closing of trust, estate, agency, investment, and custodial accounts.\nProcess client and trust activity, including distributions, bill payments, tax payments, receipts, transfers, trades, and other transactions.\nManage investment and custodial accounting for client activity and holdings.\nSupport performance reporting, fee calculations, cost-basis maintenance, tax-lot accounting, tax reporting, and alternative investment processing.\nReconcile account activity and resolve discrepancies involving cash, holdings, transactions, pricing, performance, and client data.\nCoordinate monthly client statement production and distribution.\nMaintain accurate account and investment data across trust accounting, portfolio accounting, custodial, and client relationship management systems.\nPartner across departments to address client needs, resolve operational issues, and ensure accounts remain current and in good standing.\nEvaluate workflows and implement automation, standardized procedures, and controls that improve efficiency, accuracy, and scalability.\nIdentify the root causes of recurring issues and develop sustainable operational solutions.\nMaintain process documentation and support system implementations, conversions, testing, and data-validation initiatives.\nComplete operational projects and other responsibilities as assigned.\nQualifications\nAssociate or bachelor’s degree in accounting, finance, business, or a related field preferred.\nFive or more years of financial-services operations experience.\nExperience in trust operations, investment operations, custodial accounting, or wealth management preferred.\nWorking knowledge of trust accounting, investment accounting, performance calculations, cost basis, tax lots, fees, and transaction processing.\nDemonstrated experience improving processes, automating workflows, or implementing operational solutions.\nStrong analytical, problem-solving, organizational, and communication skills.\nDetail-oriented, service-minded, and able to manage competing priorities in a fast-paced environment.\nAbility to work independently and collaboratively across teams.\nIntermediate proficiency with Microsoft Excel.\nPreferred Systems Experience:\nFIS TrustDesk\nAdvent Suite, including APX, Moxy, Genesis, and BDLink\nSalesforce\nWorkflow automation, reporting, or data-visualization tools","description_format":"text","description_chars":4162,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-22T17:46:17Z"}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":6,"expected_fill_days":42,"reasons":["conf:6","win:early"],"computed_at":"2026-09-29T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/bridges-trust-client-operations-specialist","json_url":"https://alion.io/job/bridges-trust-client-operations-specialist.json","meta":{"generated_at":"2026-09-30T03:21:33Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"search","counted_by":"address","units_charged":0,"used_today":0,"day_limit":null,"remaining_today":null,"minute_limit":null,"resets_at":"2026-10-01T00:00:00Z"}}}