Wealth Client Services & Operations Associate

Blue Trust

Irvine (CA)

On-site

USD 41,000 - 50,000

Full time

4 days ago

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Job summary

Blue Trust in California is seeking a Client Service Associate to oversee client service activities for the Family Office division. You will design and implement processes to boost efficiency and support investment management, accounting, and office administration.

The role involves responding to client needs, preparing reports, and facilitating meetings. Applicants should have a Bachelor's degree and at least three years of operations, client service, or accounting experience, with strong Excel

Qualifications

Bachelor’s degree in Management, Business, Finance, Accounting or related field.
Minimum of three years’ experience in operations support, client service, investments, or accounting preferred.
Proficiency with Microsoft Excel and Word; strong analytical skills.

Responsibilities

Serves as the first responder to client requests and concerns.
Processes applications, deposits, withdrawals, transfers, and reports for client investment accounts.
Collects and records information from clients or financial institutions for record maintenance and analysis.
Prepares client or investment reports and spreadsheets in a timely manner.
Coordinates client meetings and follows up on actions to accomplish goals.
Responds to client inquiries and provides routine information or routes to appropriate team member.
Supports compliance and monitoring activities within the division.
Manages quarterly client billing and invoices.