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Client Operations Associate
Job Summary
A company is looking for a Client Operations Associate for a remote position nationwide.
Key Responsibilities:
- Handle cash management functions, including wire and ACH transfers
- Work with the Investment Committee and Financial Advisors to ensure client portfolios are appropriately implemented
- Liaise with broker-dealer custodian and portfolio management provider on all client operational matters
Required Qualifications:
- Minimum of 2 years' experience in financial services operations preferred, with current knowledge of investment products and services
- Experience with all areas of client operations aspect of investment advisory such as ACAT and IRA distributions
- Exposure to web-based investment service delivery
- Comfortable executing a remote-delivery service model - paperless, branchless, cloud-based infrastructure - and delivering a quality client experience that is better than face-to-face
- Series 65 or equivalent preferred, but not required
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COMPLETE JOB DESCRIPTION
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