Client Operations Specialist | Rochester, New York

Reference Number: DW6539
Location: Rochester, New York

Judson Group has been retained by a top-tier multi-billion wealth management firm in upstate New York to add a Client Operations Specialist to support the firm’s financial advisors with tasks related to operations, investment analysis, and financial planning.

The ideal candidate has financial services experience and a desire to work in a team-based environment in support of HNW client relationships. The right candidate will be on a fast-track for growth, ideally taking on additional responsibility in financial planning and/or investment analytics, in addition to various client-facing responsibilities.


  • Learn internal reporting, rebalancing, and customer relationship management systems
  • Work closely with the client service teams in investment management activities including implementing investment objectives, rebalancing account trades, monitoring asset allocation and investment performance and investment transitions.
  • Support the client service team with various financial planning needs, including designing a tailored financial analysis or comprehensive financial plan for a client that meets their financial needs and goals. Closely monitor clients’ financial situations and coordinate client information.
  • Prepare client meeting materials and custom reporting.
  • Summarizes client meeting notes and provides recommended planning options with summary and forecast.


  • 2+years of financial services experience preferably with exposure wealth management
  • Bachelor’s degree required
  • Working knowledge of investment concepts such as asset allocation, retirement plans, equities, fixed income, mutual funds and insurance based products.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Desired traits include client service mentality, self-starter, detail oriented, and sense of urgency.
  • Pursuing CFA/CFP designation or Series 7 a plus.
  • Experience with Tamarac, MSFT Dynamics CRM, and/or eMoney a plus.

Attractive base salary and bonus potential along with strong benefits package.

Location: Rochester, New York

Reference Number: DW6539

Apply Now

Applicant Information

Contact Information