Financial Services Operations Associate

Aurelius Family Office; Bedford (NH); Hybrid; USD 75,000 - 95,000; Full time

Job summary

Aurelius Family Office in Bedford, NH seeks a Financial Services Operations Associate to support firm growth and client service by managing client engagement, operational workflows, and administrative processes.

This role requires knowledge of firm policies, compliance requirements, and custodial processes, with strong technology skills for remote work and CRM platforms. Hybrid work is available for local candidates in the Bedford area.

Qualifications

• 5+ years of Registered Investment Advisor (RIA) or brokerage experience required.
• Knowledge of investment terminology and industry language required.
• Sophisticated technology skills including remote work, troubleshooting, virtual communication, document management, CRM, and workflow platforms.
• Bachelor’s degree in Business or a related field preferred.
• Experience with custodian paperwork and tools (Wealthbox, ShareFile, DocuSign, Mailchimp) preferred.
• Strong computer skills including Microsoft Office.
• Excellent writing, interpersonal, and client service skills.
• Detail-oriented with strong organizational skills and the ability to prioritize tasks.
• Collaborative team player in a fast-paced environment.

Responsibilities

• Build and maintain strong client relationships through proactive communication with clients, custodians, CPAs, attorneys, and internal team members.
• Onboard new clients by collecting required information, completing firm and custodial paperwork, and updating client records in firm software.
• Process client service requests, resolve NIGO items, and provide guidance to clients and team members as needed.
• Schedule client meetings and prepare related reports and materials.
• Regularly monitor and audit CRM records to ensure client data is accurate, current, and complete.
• Answer incoming calls and direct messages to the appropriate team member.
• Identify opportunities to improve processes, strengthen best practices, and enhance the client experience.
• Other tasks as assigned.

Skills

RIA experience

CRM proficiency

Communication skills

MS Office

Education

Bachelor’s degree in Business or related field

Tools

Wealthbox

ShareFile

DocuSign

Mailchimp

Job description

The Financial Services Operations Associate supports firm growth and client service by managing client engagement, operational workflows, and administrative processes. This role requires a strong understanding of firm policies and procedures, compliance requirements, and custodial processes.

DUTIES AND RESPONSIBILITIES:

• Build and maintain strong client relationships through proactive communication with clients, custodians, CPAs, attorneys, and internal team members.
• Onboard new clients by collecting required information, completing firm and custodial paperwork, and updating client records in firm software.
• Process client service requests, resolve NIGO items, and provide guidance to clients and team members as needed.
• Schedule client meetings and prepare related reports and materials.
• Regularly monitor and audit CRM records to ensure client data is accurate, current, and complete.
• Answer incoming calls and direct messages to the appropriate team member.
• Identify opportunities to improve processes, strengthen best practices, and enhance the client experience.
• Other tasks as assigned.

QUALIFICATIONS:

• 5+ years of Registered Investment Advisor (RIA) or brokerage experience required.
• Knowledge of investment terminology and industry language required.
• Sophisticated technology skills required, including the ability to work independently in a remote environment, troubleshoot routine technical issues, and effectively use virtual communication, document management, CRM, and workflow platforms.
• Bachelor’s degree in Business or a related field preferred.
• Experience with custodian paperwork, Wealthbox, ShareFile, DocuSign, and Mailchimp preferred.
• Strong computer skills, including proficiency with Microsoft Office products.
• Excellent writing, interpersonal, and client service skills.
• Detail-oriented with strong organizational skills and the ability to prioritize tasks effectively.
• Collaborative team player with the ability to work well with others.
• Ability to work in a fast-paced, evolving environment.
• Goal-oriented, self-motivated, and results-driven.

SUPERVISION:

• This position does not have direct supervisory responsibilities.

LOCATION:

• Hybrid if local to the Bedford, NH office; fully remote otherwise.