Client Operations Associate

Job Number: 2126244

Job Title: Client Operations Associate
Location: Mill Valley
Compensation: DOE
Growing Sausalito financial firm specializing in wealth management and financial advisory services, is seeking to add to their team. Committed to outstanding, individualized service, they are seeking to add a Client Operations Associate to work with the Financial Advisor teams to prepare client presentations, perform portfolio analysis, set up client trades and more. This is an outstanding opportunity for a highly motivated candidate to gain exposure to all aspects of private wealth management.

Job Title: Client Operations Associate
Location: Mill Valley
Compensation: DOE

Key responsibilities:

  • Update and maintain data in the firm's portfolio accounting system (Orion) and CRM system (Salesforce).

  • Prepare custom reports of client and industry data using Excel.

  • Learn how to rebalance portfolios and set up necessary trades.

  • Analyze financial information obtained from clients/prospects to determine strategies for achieving their investment objectives using Money Guide Pro.

  • Work as part of a team toward a common goal to provide exceptional client service.

Required Professional Background and Expertise:

  • Two to three years of direct client experience with an investment or brokerage firm, bank or similar organization, aspiring to work in the financial services industry.

  • Detail-oriented with a strong ability to work under pressure in a fast paced environment.

  • Strong Excel spreadsheet skills

  • Willingness to learn new systems for portfolio accounting, CRM, financial analysis, and trading.

  • Highly motivated, positive attitude and perseverance are essential characteristics.

  • Confident, professional presence both on the phone and face-to-face.

  • Strong communication skills, both verbal and written. Proficiency in Word and Excel are required.

  • Basic understanding of personal finance, investment vehicles, and portfolio management.

  • Bachelor's degree preferred.

An attractive compensation and benefits package commensurate with skills and experience can be offered.
Please provide your resume and cover letter with subject headline: COA Sausalito

Job Title: Client Operations Associate
Location: Mill Valley
Compensation: DOE

About Nelson:

For more than 45 years, we've been passionate about helping people find jobs they love - rewarding jobs that further career goals. At Nelson, we partner with companies that have outstanding reputations. Working with innovative startups to Fortune 500 companies, our skilled recruiters have access to opportunities beyond what you can find on your own. With Nelson, you'll get the most out of your career. Together, we'll set career goals and find you a position where your skills shine. For a full listing of jobs, go to: www.nelsonjobs.com www.nelsonjobs.com/ and click "Find Work."


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