About this opportunity
Claire Myers Consulting lists this Investment Operations Associate opportunity in summit, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Compensation: $80K - $85K base salary + bonus (up to 15%) + benefits
Our client is a boutique advisory firm that provides financial advice and practice management support to independent Financial Advisors. They are seeking to add an Investment Operations Associate to their team. This Associate is the point person for multiple advisory teams. Responsibilities are primarily investment operations-related, however, the Investment Operations Associate also plays a key role in supporting Advisors service their clients, acting as a liaison between the Advisors and home office, and providing practice management support.
Responsibilities
Opening accounts
Handling wires, cash raises and distributions, rollovers, etc.
Sending out and maintaining client agreements
Liaising between the Advisor and the investment teams to process and service new and existing business
Handling all custodial issues
Following up on Docusigns sent to clients
Gathering additional information from clients when necessary
Responding to clients in a timely manner when processing new business or handling operational workflow
Helping Advisors optimize workflows in the CRM
Assist in preparation for Advisor's client review meetings
Qualifications
2+ years of investment operations experience
Proficiency in Wealthscape, Netx360, Pershing, Orion and/or Black Diamond
Experienced with CRM (Wealthbox or Salesforce preferred)
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Worksite address
summit, NJ, 07902, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.