Investment Operations Specialist - Client Onboarding

Legacy Advisors; Harmonville (PA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Plan

Paid Time Off

Job summary

Legacy Advisors, LLC is seeking an Investment Operations Associate to deliver an exceptional client experience. You will manage new client onboarding, including transfers, openings, money movements, data feeds, and reporting, while refining Investment Operations workflows.

You will oversee asset transfers, provide daily support to the investment team, and ensure data integrity across multiple custodians. Strong collaboration and problem solving are essential to align client plans with objectives.

Qualifications

• 3+ years in the financial services industry.
• BA or BS degree.
• Experience with performance reporting software.
• Experience in a multi-custodial environment (preferred).
• Familiarity with account aggregation and portfolio accounting systems.
• Familiarity with investments (mutual funds, stocks & bonds, SMA, LPs).

Responsibilities

• Maintain knowledge of industry trends including publicly traded securities and alternatives.
• Solve complex cases and create solutions for advisors.
• Manage Black Diamond reporting for new accounts, portfolios and performance issues.
• Build repeatable workflows for implementation to improve efficiency (transactions, private investments, accounts).
• Oversee money movements and asset transfers between banks, brokerages, trustees, and managers.
• Provide daily support to the investment team and deliver client service and issue resolution.
• Trade execution and reconciliation.

Skills

Analytical skills

Communication skills

Detail oriented

Education

BA or BS degree

Tools

Word

Excel

Outlook

Job description

Legacy Advisors, LLC is seeking an Investment Operations Associate to deliver an exceptional client experience. You will manage new client onboarding, including transfers, openings, money movements, data feeds, and reporting, while refining Investment Operations workflows.

You will oversee asset transfers, provide daily support to the investment team, and ensure data integrity across multiple custodians. Strong collaboration and problem solving are essential to align client plans with objectives.