Operations Specialist - New Accounts

Location: Maryland Heights, Missouri
Employment type: Contract
Source: PEG Staffing job board (Bullhorn job 4263)

Looking to level up your operations experience within a reputable St. Louis-based financial firm? We are partnering with our Fortune 500 financial client to find an Operations Specialist to join their New Accounts team.

This is a 1-year contract opportunity with a hybrid schedule (Tuesday–Thursday onsite) at their Maryland Heights, MO campus.

Position Overview

As an Operations Specialist, you will oversee and optimize day-to-day operational processes, ensuring efficiency, compliance, and smooth workflow across departments. This is a production environment role supporting W-9 and Substitute W-9 workflows, where accuracy, timeliness, and regulatory compliance are critical.

Key Responsibilities

- Manage and execute operational functions in a fast-paced, high-volume environment 

- Support W-9 and Substitute W-9 workflows, ensuring accuracy, timeliness, and compliance 

- Review, process, and resolve W-9 and Substitute W-9 documentation issues in accordance with firm policies and regulatory requirements 

- Demonstrate strong analytical and problem-solving skills with a proactive approach 

- Handle multiple tasks simultaneously while maintaining organization and attention to detail 

- Provide high-quality customer service to internal and external stakeholders 

- Identify opportunities for process improvements and operational efficiencies 

- Stay up to date on industry best practices and regulatory requirements 

- Develop and implement operational procedures and policies 

- Prepare and present operational reports to management 

Qualifications

- Strong analytical background with excellent problem-solving skills 

- Proven ability to manage multiple priorities in a fast-paced, production environment 

- Excellent communication skills and a proactive, solutions-oriented mindset 

- High level of organization and attention to detail 

- Passion for solving complex challenges and improving processes 

Ideal Candidate

The ideal candidate is detail-oriented, adaptable, and thrives in an operational environment supporting W-9 and Substitute W-9 processes. You enjoy navigating complex scenarios while ensuring compliance, accuracy, and exceptional service delivery.

Benefits

- Medical 

- Dental 

- Vision