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Client Operations Associate

Company: VirtualVocations
Location: Springfield
Posted on: September 15, 2023

Job Description:

A company is looking for a Client Operations Associate for a remote position.
Key Responsibilities:

Facilitate and oversee the establishment and transfer of new client accounts using proprietary and third-party technology solutions
Handle cash management functions, including wire and ACH transfers
Work with the Investment Committee and Financial Advisors to ensure client portfolios are implemented correctly

Required Qualifications:

Minimum of 2 years experience in financial services operations preferred
Experience with client operations in investment advisory, such as ACAT and IRA distributions
Current knowledge of investment products and services
Exposure to web-based investment service delivery and remote-delivery service models
Ability to work at both tactical and strategic levels

Keywords: VirtualVocations, Springfield , Client Operations Associate, Other , Springfield, Missouri

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