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© All Rights Reserved. ApplyBlast.com
Beacon Bank
Beacon Bank is seeking a detail-oriented Operations Specialist to support the day-to-day operational functions of its Registered Investment Advisory Firm. The role focuses on managing client onboarding, account maintenance, and custodial requests through Charles Schwab to ensure an excellent client experience. The ideal candidate will collaborate closely with the Operations and Client Service teams to monitor and execute client requests efficiently.
Beacon Bank offers tailored loans, money management, checking and savings accounts for individuals and business in MA, CT, VT, NY and RI. Get started.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Beacon Bank.
20% below the average for this role