Client Services & Operations Specialist - Private Wealth

AlphaCore Wealth Advisory; San Diego (CA); On-site; USD 80,000 - 95,000; Full time

Job summary

Join a fast-growing, innovative wealth advisory firm as a Client Services & Operations Specialist. This role is crucial in delivering exceptional service to ultra-high-net-worth clients, ensuring smooth operations and client satisfaction. You will develop processes to support company growth while working closely with advisors to meet client service standards. The ideal candidate is a team player with strong organizational skills and a deep understanding of financial services. This position offers a dynamic environment where your contributions will significantly impact client experiences and company success.

Benefits

Health insurance

Life insurance

Paid time off

Qualifications

• 3+ years in financial services, preferably with ultra-high-net-worth clients.
• Strong problem-solving and project management skills are essential.

Responsibilities

• Ensure outstanding service and satisfaction for clients.
• Assist in client onboarding and monitor account activities.
• Coordinate with Compliance on recordkeeping and policies.

Skills

Customer Service

Time Management

Analytical Skills

Problem Solving

Interpersonal Skills

Process Development

Education

Bachelor’s Degree

Tools

Microsoft Excel

Salesforce

Black Diamond

iCapital Portal

Job description

Client Services & Operations Specialist - Private Wealth

Client Services & Operations Specialist - Private Wealth

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AlphaCore Wealth Advisory provided pay range

This range is provided by AlphaCore Wealth Advisory. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $95,000.00/yr

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Client Services & Operations Specialist - Private Wealth

The Company

AlphaCore is a fast-growing, innovative wealth advisory firm. We build customized financial solutions for individuals and families. We deliver our recommendations in a customized format based upon our clients’ specific objectives and needs.

We think differently. While traditional allocations to stocks, bonds and real estate are necessary to form a well-diversified portfolio, we believe alternative investments should be incorporated to deliver a sound investment strategy. Adding alternative investments, paired with thorough due diligence and research, can help provide proper diversification to insulate against market volatility.

The Department

The Client Services & Operations Team is responsible for providing client integration, account opening support and coordinating support with research, trading, and investment reporting, and reporting activities of the firm. The Client Service & Operations Specialist core mission is to ensure a smoothly operating environment and deliver high-quality client service to both internal and external customers.

The Client Service & Operations Specialist purpose:

• Ensure outstanding service and customer satisfaction.
• Develop scalable processes and procedures to support company growth and maximize efficiency.
• Champion and embody the AlphaCore seven Core Values.

The Client Service & Operations Specialist responsibilities include:

• Communicate with advisors to ensure that client service standards are met, apportioning workload, and continuously adjusting priorities and timelines to meet time constraints and deadlines.
• Assist in client onboarding and associated paperwork processing on multiple platforms.
• Monitor client account activity, facilitate client funds transfers, confirm accounts allocated, generate, and reconcile quarterly performance reporting.
• Coordinate with Compliance on applicable matters, such as recordkeeping, and periodic testing of applicable policies and procedures (i.e., advisory contracts, client billing and reporting).
• Management of multiple Outlook calendars for a variety of advisors, assist with coordination of meetings.

Required:

• A true team player and strong department leader
• High ethical standards
• Able to coalesce Client Services and Operations so that the company experiences superior customer service
• Multi-tasker and flexible: Able to manage multiple tasks and projects simultaneously in a fast-paced environment, and adjust priorities for self and staff as needed
• Experience working with major custodians such as Schwab and/or Fidelity
• Effective organizational, time management, resolution, and prioritization skills
• Excellent interpersonal skills and a customer service approach to problem solving
• Adept at process development, refinement, and optimization
• Strong problem solving, analytical, and project management skills
• Excellent written and oral communication skills
• Proficiency with Microsoft Excel and other Microsoft Office products
• At least 3 years of experience in the financial services industry, preferably serving ultra-high-net-worth clients
• Deep understanding of financial services, including investment management, estate planning, and complex wealth structuring
• Bachelor’s Degree
• Experience with Black Diamond, Salesforce, and iCapital Portal
• Understanding of alternative investment subscription documents and private placement memorandums
• Experience at a Registered Investment Adviser (RIA) firm
• Demonstrated ability to provide white-glove service to ultra-high-net-worth clients

Job Type:Full-time

Salary:$80,000.00 – $95,000.00 per year

• Health insurance
• Life insurance
• Paid time off

Physical setting:Office

Schedule:

• Monday to Friday

Ability to commute/relocate:

Education:

• Bachelor’s (Preferred)

Experience:

• Financial services industry: 3 years (Preferred)
• Registered Investment Adviser Firm: 2 years (Preferred)
• Worked with ultra-high-net-worth clients, in excess of $15M: 3 years (Preferred)

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

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