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Confidential Jobs · 3 weeks ago

Senior Client Service and Operations Associate

Harrison, NY

Full-time

Onsite

Mid, Senior Level

$120K/yr - $1,300K/yr

5+ years exp

Confidential Jobs is a fast-paced, thriving financial advisory practice based in Harrison, New York. They are seeking a Senior Client Service and Operations Associate who will be responsible for integrating operational efficiency and client service to support long-term growth and sustainability.

Computer Software

No H1B

U.S. Citizen Only

Responsibilities

Consistent and accurate completion of operational tasks, activities and workflows including account services and transaction processing

Manage daily operations including client onboarding, account maintenance, and transaction processing, account opening

Field client requests and complete tasks, following through to ensure our client's needs are met while following compliance standards

Preparing subscription documents for alternative investments, and separately managed accounts

Work with our custodian (Fidelity) to obtain account information and complete service requests

Ensure the prospect and client experience is performed as designed by managing and following the prospect and client timelines, and completing multi-step tasks

Oversee client billing

Document and update contact information, status updates, and other important information within the CRM database. (Salesforce)

Solving complex problems that combine multiple tech platforms on behalf of clients

Improve operational processes to improve efficiency and productivity

Opportunity to learn different functions within practice by supporting multiple roles

Qualification

Financial services experienceClient service skillsSalesforce experienceMicrosoft ExcelSeries 65 licenseOrganizational skillsCommunication skillsTeam playerProblem-solving skills