Investment Operations Associate: Client Services & Advisory Ops

Claire Myers Consulting; Summit (NJ); On-site; USD 80,000 - 85,000; Full time

Job summary

A boutique advisory firm is seeking an experienced Investment Operations Associate in Summit, New Jersey. In this role, you will be the primary point person for multiple advisory teams, handling various tasks including account openings, processing transactions, and maintaining client agreements. The ideal candidate has over 2 years of investment operations experience and proficiency in financial management platforms. This position offers a competitive salary package along with a bonus and benefits.

Qualifications

• Minimum of 2 years of relevant experience in investment operations.
• Familiarity with various financial platforms is required.

Responsibilities

• Open accounts and handle wires, cash raises and distributions.
• Maintain client agreements and process operational tasks.
• Liaise between Advisors and investment teams for client servicing.
• Handle custodial issues and assist in client communications.
• Help Advisors optimize workflows in CRM and prepare for meetings.

Skills

2+ years of investment operations experience

Proficiency in Wealthscape

Proficiency in Netx360

Proficiency in Pershing

Proficiency in Orion

Proficiency in Black Diamond

Experience with CRM (Wealthbox or Salesforce preferred)

Job description

A boutique advisory firm is seeking an experienced Investment Operations Associate in Summit, New Jersey. In this role, you will be the primary point person for multiple advisory teams, handling various tasks including account openings, processing transactions, and maintaining client agreements. The ideal candidate has over 2 years of investment operations experience and proficiency in financial management platforms. This position offers a competitive salary package along with a bonus and benefits.