Operations Associate - Client Service jobs in United States
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Parallel Advisors, LLC · 3 days ago

Operations Associate - Client Service

positionCalifornia, United States
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$72K/yr - $90K/yr
date2+ years exp

Parallel Advisors, LLC is a fast-growing Registered Investment Advisor firm that values entrepreneurship, education, and collaboration. The Operations Associate will assist in implementing new client accounts and servicing existing clients while working closely with financial advisors and support teams to optimize the client experience and drive satisfaction and efficiency.

Financial ServicesReal Estate

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

Qualification

Operational knowledgeBroker/Dealer platform experienceCRM ExperienceAnalytical skillsManage multiple demandsOrganizational skillsCommunication skillsInterpersonal skillsWritten communicationVerbal communication

Required

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

Preferred

Broker/Dealer platform experience a plus
CRM Experience, specifically Salesforce, a plus

Benefits

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

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Parallel Advisors, LLC is a wealth management firm providing financial planning, portfolio construction, and asset allocation
dateFounded in 2006
location
San Francisco, California, USA
people-size51-200 employees
web-link
http://paralleladvisors.com

Funding

Current Stage
Growth Stage

Leadership Team

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C.J. Rendic
Principal | Founder & CEO
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Recent News

Newswire
Parallel Advisors, LLC Announces California Trust Charter and Formation of Parallel Trust Company of California
2025-09-23
Newswire
Parallel Advisors Expands Leadership Team With Two Executive Hires
2025-06-03
newswire.com
Parallel Advisors Welcomes Steve Fernelis, Establishes New York Presence
2025-03-01
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