Hybrid Operations Associate - Wealth & Client Services
GROW Wealth Partners
14 days+
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Benefits offered by this job
Job summary
A financial services firm in Pittsford is seeking an Operations Associate to manage client account operations and support portfolio trading. The successful candidate will have 2+ years of experience in financial services and strong analytical skills. This role offers a competitive salary, medical benefits, and opportunities for professional development. Join a team that has been recognized for its workplace culture.
Qualifications
- 2+ years of experience in investment operations, financial services, or a similar role.
- Strong understanding of financial products, trading processes, and account operations.
- Proficiency in financial systems and tools.
Responsibilities
- Manage client account operations including new account opening and portfolio trading support.
- Provide top-tier client support addressing inquiries and resolving issues.
- Process and monitor asset transfers and movements.
Skills
Experience in investment operations
Understanding of financial products
Analytical skills
Problem-solving skills
Communication skills
Education
Bachelor’s Degree in Finance, Economics, Business
Securities Industry Essentials (SIE) certification
Series 6/7 and Series 63 or 66 certifications
Life, Accident, and Health Insurance certification
Tools
Custodial platforms
Trading systems
CRM software
Job description
A financial services firm in Pittsford is seeking an Operations Associate to manage client account operations and support portfolio trading. The successful candidate will have 2+ years of experience in financial services and strong analytical skills. This role offers a competitive salary, medical benefits, and opportunities for professional development. Join a team that has been recognized for its workplace culture.
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