Investment Operations Associate: Client Service Lead
Claire Myers Consulting
14 days+
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Job summary
A boutique advisory firm is seeking an Investment Operations Associate to manage investment operations and support Financial Advisors in servicing their clients. The role involves account opening, handling custodial issues, and liaising between Advisors and investment teams. Candidates should have a minimum of 2 years of experience in investment operations, proficiency in relevant software, and familiarity with CRM platforms. Competitive compensation includes base salary and bonus with benefits.
Qualifications
- Minimum of 2 years of investment operations experience.
- Proficient in Wealthscape, Netx360, Pershing, Orion and/or Black Diamond.
- Experience using CRM platforms, preferably Wealthbox or Salesforce.
Responsibilities
- Open accounts and handle custodial issues.
- Process wires, cash raises, distributions, and rollovers.
- Liaise between Advisors and investment teams.
- Assist Advisors in optimizing workflows in the CRM.
- Respond promptly to client queries.
Skills
Investment operations experience
Proficiency in Wealthscape
Familiarity with Netx360
Experience with Pershing
Knowledge of Orion
Understanding of Black Diamond
CRM experience
Job description
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