Operations / Client Service Associate

Salary & Benefits: The salary range for this position will be $60K-$80K Health insurance stipend Dental and Vision insurance Life and Disability insurance 401(k) with firm match PTO Excellent opportunity for growth Relocation package available

Responsibilities: Manage daily client service requests Oversee and execute client onboarding Manage CRM workflows and tasks, ensuring that all client touch points are made Develop and fine-tune processes and workflows Calendar management Participate in weekly meetings with the intent that you will lead these meetings and track outstanding items after getting up to speed Project management and execution Resolve issues practically and proactively Participate in strategy meetings and help execute on goals of the firm Eagerness to learn financial services industry No new business development / sales

Requirements: Strong interpersonal skills, with the ability to work well with and manage others Comfortable calling outside vendors to get answers to questions Desire to grow with the firm in this role to manage operations Excellent verbal and written communication skills Organized and detail-oriented Good problem solving and time management skills Ability to prioritize and confidence to manage projects as well as individually assigned tasks Qualified candidates will start the process by having a 1530-minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments. We are an Equal Opportunity Employer.