Client Experience & Operations Specialist

Valid8 Financial, Inc.; New York (NY); On-site; USD 50,000 - 65,000; Full time

Job summary

Valid8 Financial, Inc. is seeking an Operations & Administrative Support Specialist to handle a variety of operational and administrative tasks, delivering a high-touch client experience in a fast-paced wealth management office.

On-site, you will manage complex advisor calendars, prepare presentations and client communications, assist with client applications and documents, and coordinate projects to keep day-to-day operations running smoothly.

Qualifications

• College degree or equivalent
• 3+ Years’ experience in client service or related field
• Strong analytical and critical thinking skills
• Excellent interpersonal and customer service skills
• Proficient in Microsoft Office
• Strong organizational and computer skills
• Attention to detail and accuracy
• Effective communication with clients and team
• Good time management
• Positive client-facing phone presence

Responsibilities

• Copy and track client and firm materials.
• Manage complex advisor calendars and schedule client appointments.
• Prepare agendas, forms, and client communications.
• Conduct reminder and follow-up calls on items.
• Serve as primary contact for incoming calls with professional service.
• Assist client service team with applications and documents.
• Perform clerical duties as needed.
• Maintain a professional, welcoming office environment and manage office supplies.
• Greet clients and extend hospitality upon arrival.
• Set up and maintain client management system.
• Document client contacts/calls and track events.

Skills

Client service

Microsoft Office

Time management

Scheduling/calendar management

Communication

Organization

Attention to detail

Team collaboration

Education

College degree or equivalent

Tools

Microsoft Office

Job description

Valid8 Financial, Inc. is seeking an Operations & Administrative Support Specialist to handle a variety of operational and administrative tasks, delivering a high-touch client experience in a fast-paced wealth management office.

On-site, you will manage complex advisor calendars, prepare presentations and client communications, assist with client applications and documents, and coordinate projects to keep day-to-day operations running smoothly.