Client Services & Operations Specialist

glassman-wealth-services; Town of Vienna (WI); On-site; USD 52,000 - 72,000; Full time

Job summary

Glassman Wealth Services is seeking an Operations Associate in a fast-paced, client-focused environment. You will join a cohesive team that values service, integrity, and professional growth, and you will contribute to the smooth functioning of our advisory operations.

The role requires handling money movement and client paperwork, data entry, and support for reporting, billing, and compliance, while maintaining strong relationships with clients and colleagues.

Qualifications

• Administer basic advisory operations tasks including money movement and client paperwork.
• Process data entry updates and check filing.
• Provide ad hoc support for reporting, billing, and compliance.
• Track the details of tasked to-do items with accuracy.
• Be flexible and a collaborative team player while working independently when needed.

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.
• Demonstrate high integrity and strong interpersonal relationships with clients.

Skills

Interpersonal skills

Client service

Data entry

Attention to detail

Time management

Education

Bachelor's degree

2-3 years experience

Job description

Glassman Wealth Services is seeking an Operations Associate in a fast-paced, client-focused environment. You will join a cohesive team that values service, integrity, and professional growth, and you will contribute to the smooth functioning of our advisory operations.

The role requires handling money movement and client paperwork, data entry, and support for reporting, billing, and compliance, while maintaining strong relationships with clients and colleagues.