Supports advisors and clients by managing daily financial operations, processing requests like account openings and transfers, and acting as liaison with custodians. Requires 3+ years in financial services, bachelor's degree, and strong organizational skills.
Salary not listed
On-site3+ YOECustomer Support
About the role
Responsibilities
Act as the key relationship manager for specific advisors and clients
Support advisors by performing and managing daily tasks for the business and existing clients
Help advisors execute operational follow-up action items for clients
Act as a liaison with custodians to process and confirm completion of requests (e.g., account opening, ACATs, transfers, account maintenance)
Identify and escalate issues to the product team to guide roadmap and improve operations and client service
Establish and maintain positive relationships with advisors, custodians, and third-party vendors to ensure client satisfaction
Requirements
Bachelor's degree or equivalent experience
3+ years of previous work experience in a similar position within the financial services industry
Strong interest in client service, relationship management, and operational support
Team player with positive attitude and strong work ethic
Highly organized with exceptional attention to detail and strong communication skills
Comfortable in fast-paced environment and handling multiple competing tasks
Nice-to-Haves
Experience with wealth management operations (e.g., onboarding, ACATs, distributions) with custodians like Charles Schwab, Fidelity, Pershing
Comprehensive knowledge of the financial industry
Passion for creating operational efficiencies
Skills
Client Relationship Managementfinancial operationswealth managementacatsaccount onboardingcustodian liaisoncharles schwabfidelitypershingoperational support
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