Operations Specialist | Pittsford, New York

Reference Number: MHH7085
Location: Pittsford, New York

Judson Group has partnered with a top-tier RIA in Pittsford, NY to add an 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 ideal candidate is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy and expertise in all client deliverables.

Responsibilities:

  • Manage client needs in all aspects of service including opening/updating client accounts, money transfers, drafting documentation, and client communications
  • Act as a liaison between advisors, clients, and custodians to process client requests and resolve issues
  • Manage the client onboarding process for HNW clients
  • Maintain client data ensuring accuracy, security, and timeliness
  • Prepare various reports for client reviews and other miscellaneous meetings
  • Develop new ways to continuously provide the best service to the firm’s clients
  • Back up to receptionist, greeting clients, and answering inbound client calls

Requirements:

  • 3+ years’ experience with a financial services or RIA firm supporting HNW clients
  • Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination
  • Knowledge of back-office operations of a financial planning and investment management firm
  • Excellent technology skills: Typing proficiency, Word, Excel, PowerPoint, and CRM systems
  • Ability to work independently, with little oversight, but with accountability to the client and the organization

Compensation: Attractive base salary with benefits package

Location: Pittsford, New York

Reference Number: MHH7085

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