Client Operations Analyst

Primary responsibilities

• Supports the daily operations of Client Operations and Wealth Management teams.
• Ensures the smooth and accurate execution of client transactions, account maintenance, and operational workflows.
• Handles account-related requests, maintains accurate client records, and collaborates with financial advisors and custodians.
• Executes client transactions, including cash movements, wires, ACH transfers, and account openings and maintenance.
• Maintains and updates client records in the firm’s CRM and custodian systems.
• Serves as a point of contact for clients and the advisory team regarding operational inquiries and account-related issues.
• Provides timely updates to clients and advisors on the status of deliverables.
• Affords assistance to the client operations and onboarding teams with day-to-day operations.
• Completes special projects, as requested.

Required Education, Skills & Experience

• Bachelor’s Degree in Finance or related field required.
• One to two years of relevant experience in the financial services industry preferred.
• Problem solver, positive attitude, assertive, energetic, relational, proactive, reliable, accurate, quick learner, professional, observant, organized, proficient with technology, driven, strong attention to detail, able to handle competing demands efficiently and calmly, focused on quality and accuracy, strong communicator.
• Excellent work references required, preferably from former direct supervisors.
• Must consent to and have favorable credit report and background check.
• Ability to exude the True North Values.

Benefits & Perks

• Competitive base salary.
• Competitive bonus potential based on successful execution of firm goals and individual performance metrics.
• 15 days of Paid Time Off (PTO) for new employees; increases to 18 days after the second year and increases from there per a schedule.
• Volunteer Time Off (VTO).
• Telecommuting opportunities.
• 401(k) with employer contribution.
• Employer reimbursement for professional designations and continuing education.
• Free Financial Planning services for employees and their spouses.
• Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!