Senior Operations Associate: Client Onboarding & Ops

Focus Financial Consultants; Bloomfield Hills (MI); On-site; USD 80,000 - 90,000; Full time

Job summary

Azimuth Capital Management in Bloomfield Hills, MI, is seeking an operations-focused professional to join our on-site team five days a week to support client service and internal processes.

You will participate in client onboarding, funds movement, account billing, and reconciliation activities, interfacing with clients, custodians, and senior staff to improve workflows and accuracy.

The role offers growth into a key operations position within a growing advisory and investment management firm.

Qualifications

• College degree required; other industry-related qualifications or designations a plus
• 5+ years’ experience in similar operations-associated role
• Specific experience with client on-boarding, cashiering and/or account billing a plus
• Strong quantitative and analytical thinking skills
• Strong verbal and written communication skills as appropriate to successfully perform role requirements in a coordinated team setting
• Demonstrable and reliable high level of attention to detail
• Desire to work in an informal, dynamic and entrepreneurial environment
• Proficiency with computer software applications including but not limited to Microsoft Office
• 365 Suite; experience and proficiency with other industry-related applications (e.g., Advent Axys/Moxy, Black Diamond, Satuit CRM, FactSet, custodian and workflow systems) a plus

Responsibilities

• Participation in the client/account onboarding process, including preparation and processing of documentation, coordination with clients, account custodians, and other team members, and setup within internal management systems
• Participation in the firm processes involving the movement of client funds or assets
• Direct interaction with firm clients, other professionals and custodian personnel to meet client needs and attend to client-related matters
• Employ and enhance firm systems and workflows to prepare and complete tasks
• Assistance with identification, investigation and resolution of account reconciliation issues
• Working with senior management and other team professionals on internal reporting or matters associated with processes, policies and procedures
• Supporting other related firm operations functions as needed, including client service, business development, and compliance
• Contributing to special projects involving new systems assessment and implementation, development or enhancement of workflow processes, and other strategic initiatives

Skills

Client onboarding

Cashiering

Account billing

Analytical thinking

Verbal and written communication

Attention to detail

Microsoft Office

Advent Axys/Moxy

Black Diamond

Satuit CRM

FactSet

Custodian systems

Education

College degree

Tools

Microsoft Office

Advent Axys/Moxy

Black Diamond

Satuit CRM

FactSet

Job description

Azimuth Capital Management in Bloomfield Hills, MI, is seeking an operations-focused professional to join our on-site team five days a week to support client service and internal processes.

You will participate in client onboarding, funds movement, account billing, and reconciliation activities, interfacing with clients, custodians, and senior staff to improve workflows and accuracy.

The role offers growth into a key operations position within a growing advisory and investment management firm.