Investment Operations Specialist & Client Liaison

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

Job summary

A boutique advisory firm in Orlando, FL is seeking an experienced Investment Operations Associate. This role involves managing investment operations and supporting financial advisors. Responsibilities include opening accounts, client communications, and ensuring smooth operational workflows. Ideal candidates will have over 2 years of investment operations experience and proficiency in related financial platforms. This full-time position offers a competitive salary and opportunity for bonuses.

Qualifications

• 2+ years of investment operations experience.
• Proficiency in Wealthscape, Netx360, Pershing, Orion and/or Black Diamond.
• Experienced with CRM (Wealthbox or Salesforce preferred).

Responsibilities

• Opening accounts.
• Handling wires, cash raises and distributions, rollovers.
• Sending out and maintaining client agreements.
• Liaising between the Advisor and the investment teams.
• Handling all custodial issues.
• Following up on Docusigns sent to clients.
• Gathering additional information from clients.
• Responding to clients in a timely manner.
• Helping Advisors optimize workflows in the CRM.
• Assist in preparation for Advisor's client review meetings.

Skills

Investment operations experience

Proficiency in Wealthscape

Proficiency in Netx360

Proficiency in Pershing

Proficiency in Orion

Proficiency in Black Diamond

Experience with CRM

Wealthbox

Salesforce

Job description

A boutique advisory firm in Orlando, FL is seeking an experienced Investment Operations Associate. This role involves managing investment operations and supporting financial advisors. Responsibilities include opening accounts, client communications, and ensuring smooth operational workflows. Ideal candidates will have over 2 years of investment operations experience and proficiency in related financial platforms. This full-time position offers a competitive salary and opportunity for bonuses.