| Job Information |
Our global Investment Management client is seeking to recruit an Operations Associate with excellent client service skills and a keen interest in financial markets and investment management.
Responsibilities:
- Oversee new investment client and client account onboarding across multiple asset and investment platforms
- Manage the client billing and client fee process
- Review, reconcile and manage the quarterly client advisory fee billing process
- Provide superb client service including client reporting and fee process reporting
- Execute trade reconciliations, money movements and asset movements
- Maintain compliance policies and compliance documentation and stay abreast of regulatory compliance updates
- Manage the portfolio rebalancing system and assist clients in aggregating accounts into the system
Requirements:
- Bachelor’s Degree
- 3-5 years of investment operations experience
- Prior client account onboarding experience
- Experience working at a Registered Investment Advisor (RIA) preferred
- Driven and motivated with a strong work ethic
- Proven ability to work independently in a fast-paced environment and meet deadlines
- Superb communication, interpersonal and client service skills
- Experience working with custody platforms (Charles Schwab and/or Fidelity Investments trading platforms preferred)
- Strong time management skills with a strong attention to detail and ability to multitask
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