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ABOUT OUR CLIENT
Our Client, a growing investment firm located in the West area, is seeking a Client Operations Professional to join their team. This role is central to ensuring that clients receive high-quality service and support, maintaining strong client relationships, and assisting advisors in delivering an exceptional client experience.
ABOUT THE ROLE
The Client Operations Professional will provide comprehensive service and operational support to advisors and their partners. This position is responsible for managing client onboarding, facilitating financial plan implementation, and ensuring timely and accurate account servicing. The role requires strong organizational skills, attention to detail, and the ability to effectively interact with clients and internal teams.
RESPONSIBILITIES
Provide ongoing service and operational support to branch office advisors and their partners
Facilitate development and administration of client financial plans
Gather, organize, and process client-submitted financial documents and statements
Oversee client onboarding, including preparation and processing of account opening paperwork and account transitions
Track outstanding items and ensure timely follow-up
Serve as the primary coordinator for client services such as insurance, estate, and tax
Maintain and update client data in CRM and reporting systems
Process client requests for transactions, distributions, and account maintenance
Prepare account updates and documentation for client meetings
Respond to client inquiries on both operational and planning-related topics
Perform additional service-related or operational duties as assigned
QUALIFICATIONS
Minimum of 4 years of experience in a similar client operations role
Strong understanding of financial services concepts, including investments, retirement accounts, annuities, and insurance
Proficiency in Microsoft Office Suite with strong technology skills
Experience with Salesforce or other CRM systems preferred
Excellent organizational skills with high attention to detail and accuracy
Strong ability to prioritize tasks while working in a fast-paced environment
Effective verbal and written communication skills
Proactive and resourceful work style with a strong sense of ownership
Professional, approachable demeanor with strong interpersonal skills
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