Operations Associate - Client Service

Parallel Advisors, LLC; San Francisco (CA); Hybrid; USD 72,000 - 90,000; Full time

Job summary

A rapidly growing Registered Investment Advisor in San Francisco is seeking an Operations Associate. This role involves optimizing client experience, managing operational needs, and collaborating with financial advisors. Ideal candidates will have strong organizational and communication skills, along with relevant experience in the financial services industry.

Benefits

Health care

Dental and vision benefits

401(k) plan

Support for professional accreditation

Continuing education opportunities

Qualifications

• 2 to 5 years of experience in Financial Services.
• Ability to work in a fast-paced and deadline-oriented environment.
• Excellent written and verbal communication skills.

Responsibilities

• Optimize the client experience to drive satisfaction and efficiency.
• Manage clients’ operational needs within committed timeframes.
• Serve as a resource for multiple financial advisors.

Skills

Operational knowledge

Strong organizational skills

Analytical skills

Communication skills

Interpersonal skills

Ability to manage multiple demands

Experience with Broker/Dealer platforms

CRM Experience (Salesforce)

Education

Bachelors Degree or Equivalent Work Experience

Job description

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Job Summary

The Operations Associate will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams.

This is a hybrid role (3x/week in person) based out of our San Francisco Office.

• Optimize the client experience as it relates to operations and service in order to drive high satisfaction, quality, and efficiency for both the client and Parallel.
• Manage all aspects of our clients’ operational needs within the timeframes committed to by Parallel and within the deadlines established by our custodians.
• Serve as a resource to multiple financial advisors in supporting client relationships.
• Lead or participate in cross-functional group projects to improve quality and efficiency within the teams.
  
  

Job Summary

The Operations Associate will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams. This is a hybrid role (3x/week in person) based out of our San Francisco Office.

Primary Duties And Responsibilities

• Optimize the client experience as it relates to operations and service in order to drive high satisfaction, quality, and efficiency for both the client and Parallel.
• Manage all aspects of our clients’ operational needs within the timeframes committed to by Parallel and within the deadlines established by our custodians.
• Serve as a resource to multiple financial advisors in supporting client relationships.
• Lead or participate in cross-functional group projects to improve quality and efficiency within the teams.
  
  

Required Skills/Abilities

• Operational knowledge in four key areas: new accounts, cashiering, transfer of accounts, and account maintenance.
• Strong organizational, analytical, communication, and interpersonal skills.
• Ability to work effectively in a fast-paced and deadline-oriented environment. Capability to manage multiple demands and competing priorities.
• Excellent written and verbal communication skills.
• Broker/Dealer platform experience a plus.
• CRM Experience, specifically Salesforce, a plus.
  
  

Education And Experience

• Bachelors Degree or Equivalent Work Experience
• Two (2) to Five (5) years of experience in Financial Services
  
  

Salary And Benefits

• Salary based upon experience (Salary range $72,000 - $90,000)
• Opportunity for discretionary, semi-annual incentive awards
• Benefits including health care, dental, vision, and 401k plans
• Opportunity for support of professional accreditation and continuing education requirements and other professional development
  
  

Company: Parallel Advisors, LLC

• Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Nevada, North Carolina, Ohio, and Texas.
• To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including all of their future financial goals.
• With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future.
• We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms.
• At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience.
• Parallel Advisors, LLC is an Equal Opportunity Employer.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning and Information Technology

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