About The Firm
We are a fast-paced, growing independent financial planning and investment advisory firm that provides comprehensive financial planning and investment management for a diverse client base of individuals, families, and organizations throughout the nation. Our mission is to inspire our clients to lead more balanced, organized and simplified financial lives so they can focus time on those things in life that cannot be delegated. We provide this through comprehensive financial planning, investment management, education and proactive service which exceed expectations.
About The Role
This role is a professional financial services operations position: Client Operations Associate. We view financial back-office operations as a career path in itself and distinct from being a financial planner. This position is for someone who likes making things happen behind the scenes and supporting others. We are looking for someone to be comfortable in the role for the long term and be a stable anchor for both clients and planners.
A Client Operations Associate is responsible for coordination and completion of operational tasks in service of our clients and planners. The primary goal is to provide a stable foundation of seamless operational execution for our clients so that their planners can focus on building a relationship and adding value through financial planning and investment management. In addition, the role will deliver client value directly through operational expertise and assisting both clients and planners in navigating complex custodial and cash management situations.
This operations ninja will work as part of a team with three planners dedicated to our clients. The role is expected to work closely and in coordination with the planners. The Client Operations Associate is also expected to interface with clients directly as necessary in a friendly and professional manner.