The business operations associate is a critical part of the team, responsible for delivering extraordinary client service and care. The associate will be instrumental in account maintenance, processing money movement transactions, trades, billing, onboarding, etc. If you love building relationships, managing a diversity of tasks, have a strong attention to detail, and want to be an important part of a growing team, then this opportunity is for you. The successful associate will be professional, caring, and genuinely demonstrate the highest level of service while working within a team.
Responsibilities
Process advisor requests in a timely manner; process all billing, journals, transfers, wires, EFTs, trades, account maintenance, update cost basis
Prepping and processing all first and third-party money movement requests
Prepare paperwork for client onboarding process and process submission of signed paperwork
Maintain all custodial alerts to ensure client accounts are up to date with the appropriate information, trading strategies, margin, etc
Running Wealthscape/Charles Schwab/Salesforce reports on a weekly basis to ensure all data is correct for quarterly Billing, margin accounts, strategy accounts, assigned fees
Enter trades via Salesforce
Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
Perform other duties as assigned
Qualifications
High school diploma required; bachelor’s degree preferred
Financial services experience or applicable internship experience
Wealth management experience a plus
Skills & Knowledge
Strong PC proficiency with MS Office Suite, CRM (Salesforce, Orion, etc.)
Experience with WealthScape, Charles Schwab, and DocuSign are a plus.
Positive attitude to provide exceptional, proactive service
Demonstrates ability to manage multiple tasks and maintain the necessary attention to detail
Strong verbal and written communication skills are essential to effective team relationships
Highly organized with strong analytical skills
Able to work in a team environment
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
EOE M/F/D/V
Seniority level
Entry level
Employment type
Full-time
Job function
Consulting, Information Technology, and Sales
Industries
Financial Services
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