Investment Operations Manager

Alliance Trust Company of Nevada; Reno (NV); On-site; USD 85,000 - 115,000; Full time

Job summary

Alliance Trust Company of Nevada is seeking an Investment Operations Manager for our Investments Team. This role oversees client accounts, guides a team, and ensures smooth operations and exceptional service.

You will be the primary contact for clients, handle inquiries, resolve issues, and support account growth; collaborate with sales, marketing, engineering, and product teams; and ensure compliance with standards.

Qualifications

• Bachelor’s degree required in accounting/finance/business or related field.
• 2+ years in accounting or customer service; CRM experience preferred.
• CFP or equivalent may be preferred.

Responsibilities

• Provide onboarding and ongoing client support via various channels.
• Maintain accurate account information and update client records.
• Identify and resolve client issues promptly to ensure satisfaction.
• Collaborate with sales, marketing, engineering, and product teams to serve clients.
• Prepare reports, quotes, and documentation for clients and internal stakeholders.
• Strengthen client relationships to promote retention and drive new business.
• Ensure compliance with financial regulations, standards, and company policies.

Skills

Client communication

Analytical thinking

Problem solving

Interpersonal skills

Attention to detail

Education

Bachelor’s degree in Accounting, Finance, Business, or related field

Tools

Salesforce

Accounting software

CRM software

Job description

We are seeking an Investment Operations Manager for our Investments Team. This role is responsible for managing and maintaining client accounts, both directly and through leadership of a team, ensuring smooth operations, and delivering excellent customer service. They act as the primary point of contact between the company and its clients, handling inquiries, resolving issues, and supporting account growth

Key Responsibilities

• Customer Support & Onboarding: Provide ongoing support via phone, email, or in-person to ensure successful onboarding and engagement of clients
• Account Management: Maintain accurate account information, update records, and manage customer data in assigned territories
• Problem Resolution: Identify, investigate, and resolve customer issues promptly to ensure satisfaction
• Collaboration: Work with sales, marketing, engineering, and product teams to improve services and meet customer needs
• Reporting & Documentation: Prepare reports, quotes, and documentation for clients and internal stakeholders
• Relationship Building: Strengthen client relationships to promote retention and drive new business
• Compliance & Standards: Ensure adherence to financial regulations, standards, and company policies

Typical Work Environment

• Location: Often office-based, with possible travel to meet clients
• Tools: Accounting software, CRM systems, and communication platforms

Required Qualifications

• Education: Bachelor’s degree in Accounting, Finance, Business, or related field (some roles accept associate degrees or high school diploma with relevant experience)
• Experience: 2+ years in accounting or customer service roles; experience with CRM systems (SalesForce preferred)
• Certifications: CFP or equivalent may be preferred

Required Skills

• Technical: Proficiency in accounting software, CRM, and data management tools
• Soft Skills: Strong communication, problem-solving, organizational, and interpersonal skills
• Analytical Skills: Ability to analyze data, identify trends, and make informed decisions
• Customer Focus: Ability to handle difficult situations professionally and maintain high service standards

Physical Requirements

• Remain in a stationary position for extended periods while performing computer-based work.
• Frequently operate a computer, telephone, and other standard office equipment.
• Occasionally move throughout the office environment.
• Ability to communicate effectively with clients, visitors, vendors, and employees.

The Company is an Equal Opportunity Employer and is committed to providing a workplace free from discrimination and harassment. Employment decisions are made without regard to race, color, religion, creed, sex, pregnancy, childbirth or related medical conditions, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable law.