Client Services/Operations Associate

Responsibilities

• Administer basic advisory operations tasks, including money movement and client paperwork.
• Process data entry updates and check filing.
• Provide ad hoc support for more complex projects like reporting, billing, and compliance.
• Be stellar at tracking the details and specifics of tasked to-do items.
• Have an intense curiosity and be willing to dive into unchartered territory to solve problems.

Requirements

• Bachelor's degree preferred but not required.
• At least two to three years of strong and relevant work experience, preferably in similar positions and environments.
• A willingness to immerse yourself in our industry and learn the nuances of finance and operations.
• An understanding of ACATs or an upfront acknowledgment that you don’t know anything at all about it, but will be willing to figure it out.

Qualifications

• Integrity and strong interpersonal skills.
• Organized with a keen eye and attention to the details.
• Reliable, steady, and consistent.
• The ability to handle confidential information sensitively, manage competing demands and expectations, and demonstrate the highest level of client service.
• Flexibility and openness to change.

Skills

• Strong organizational and attention to detail skills.
• Ability to handle confidential information sensitively.
• Effective problem-solving and curiosity.
• Resourcefulness and collaboration.
• Flexibility and adaptability.

Benefits

We offer an array of benefits including:

• Competitive salary commensurate with experience.
• Outstanding benefits package.
• Opportunity to work for a Best Place to Work.
• Flexible and supportive work environment.