Investment Operations & Client Service Specialist
What We're Looking For The successful candidate will be someone who:
- Has experience in investment operations, wealth management, financial services, RIA operations, client servicing, or a similar environment
- Has experience working with investment accounts, custodians, or financial administration
- Is highly detail-oriented and takes pride in the quality of their work
- Can work quickly without sacrificing accuracy
- Has excellent written and verbal communication skills
- Is confident identifying missing information and following up with the relevant person
- Is comfortable communicating with external organisations and custodian support teams
- Can follow established processes while also recognising opportunities to improve them
- Is proactive and willing to speak up when there is a problem
- Works well independently while remaining a strong team player
Experience With: Experience with any of the following would be highly advantageous:
- Charles Schwab
- Fidelity
- Raymond James
- Black Diamond
- Orion
- RIA or wealth management platforms
- Investment account administration
- Client account opening and maintenance