Client Services/Operations Specialist
3+ years of operations experience within a wealth management firm
Summary
The Operations Specialist position reports directly to the Managing Partner and Senior Partners and is an integral member of the team. The Operations Specialist is responsible for efficient and accurate execution of daily operations pertaining to the firm’s performance reporting systems and client information, technology platforms, human resource functions, compliance, and all other operational functions from our office. The ideal candidate has managed the various facets of operations within an RIA/wealth firm.
Qualifications
- Pro-actively anticipates solutions to potential problems
- Tech-savvy, ability to become proficient in company related technology and tools
- Maintains confidentiality and integrity in all situations
- Takes initiative, especially on difficult tasks and projects
- Meticulous organizational skills and ability to prioritize
- Big picture thinker with strong attention to detail
- Ability to research and resolve problems creatively
- Remarkable communication skills
- Hardworking mentality
- Extremely positive attitude
- Resourcefulness, adaptability, and strong critical thinking skills
- Ability to interact professionally and pleasantly with individuals at all levels
- Self-motivated with ability to motivate others, improve teamwork, and manage conflict
- Ability to remain calm under pressure
- Punctual, strong time management skills
- Ability to listen and respond effectively to client questions and concerns
- Maintains flexible and collaborative work ethic
- Commits to exceeding expectations
Education and Experience
- Experience at a Registered Investment Advisor (RIA) highly preferred.
- Bachelor’s degree, advanced degree and/or designations preferred.
- Knowledge of financial services operational functions, terminology, and software
