Job Summary
A financial services and investment firm is in need of a Remote Personal Capital Client Operations Associate.
Core Responsibilities Include:
- Providing facilitation and oversight of the establishment and transfer of new client accounts
- Handling of cash management functions including wire and ACH transfers
- Assisting in the development and documentation of operational processes
Skills and Requirements Include:
- Experience with all areas of the client operations aspect of investment advisory
- Current knowledge of investment products and services
- Proven abilities to maintain appropriate policies & procedures for regulatory-driven requirements
- Comfortable executing a remote-delivery service model
- Exposure to web-based investment service delivery