Operations / Client Service Associate
New
R
RIA RecruitingFinancial Services
This position is open to candidates in Central, Mountain, and Eastern time zones., Central, Mountain, EasternFull-TimeMiddle
Salary70,000 - 90,000 USD per year
Apply NowOpens the employer's application page
Job Details
- Required Skills
- Project ManagementOperations Management
Requirements
- Strong interpersonal skills
- Ability to work well with a variety of clientele
- Comfortable calling clients and outside vendors
- Excellent verbal and written communication skills
- Organized and detail-oriented
- Good problem solving skills
- Good time management skills
- Ability to prioritize
- Confidence to manage projects and individual tasks
Responsibilities
- Manage daily client service requests
- Oversee and execute client onboarding
- Manage Advisor workflows and tasks
- Develop and fine-tune internal company processes, workflows, and templates
- Advisor and company Calendar and email management
- Manage Schwab paperwork, money movement and trading
- Manage SmartRIA compliance tasks
- Manage Gusto payroll
- Project management reporting directly to CEO
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