Strategic Client Ops Analyst - Wealth Mgmt Onboarding

Atlantic Group; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

A financial services firm is seeking a professional to manage client processes including investment operations and onboarding. The ideal candidate has 2 to 5 years of experience in Wealth Management or related operational roles. Responsibilities include collaborating with internal teams and managing client data while ensuring confidentiality. This role requires strong organizational skills and the ability to prioritize client needs.

Qualifications

• 2 to 5 years’ experience coming from Wealth Management, Ultra High Net Worth support, Operational experience.

Responsibilities

• Collaborate with internal teams to handle various client processes.
• Coordinate subscription documents for private investments.
• Perform investment operations, bill pay, and general money movement.
• Execute and manage the client on-boarding process.
• Facilitate timely responses and deliverables to Client Teams.
• Manage relevant client data, create and maintain centralized records.
• Develop and maintain partnerships with internal teams on client service processes.
• Partner closely with external service providers.
• Effectively prioritize tasks and projects for clients.
• Promote and ensure respect for client privacy and confidentiality.
• Be an engaged culture carrier and participate in firm-wide initiatives.

Job description

A financial services firm is seeking a professional to manage client processes including investment operations and onboarding. The ideal candidate has 2 to 5 years of experience in Wealth Management or related operational roles. Responsibilities include collaborating with internal teams and managing client data while ensuring confidentiality. This role requires strong organizational skills and the ability to prioritize client needs.