Client Operations Specialist
In the capacity of Client Operations Specialist, your key responsibility is to provide exceptional client service in coordination with our investment and platform technology teams as we manage and oversee each client’s custom investment program. Primary functions include meeting preparation and facilitating paperwork between clients, banks, custodians, and asset management firms as well as working with tax, legal, and internal technology platform professionals.
As a fast growing company, we are interested in engaging with industry professionals at any level of experience but do require a minimum of 1-2 years of securities/brokerage industry client service experience.
Responsibilities and Duties
- Client service functions including cash raises, cash transfers, bill pay, custodian alerts, managing capital calls/RMDs, account openings/closings, manager hires/terminations, and other routine client service requests as needed.
- Assistance with managing client meeting logistics including scheduling meetings, managing report delivery protocols, meeting documentation, coordinating project deliverables, and acting as daily primary POC.
- Assistance with coordination, delivery, and supervision of Taiko portal collateral (file uploads, video distribution, required disclosures, etc…) to ensure all client deliverable expectations and compliance considerations are met.
Company benefits include health/dental/vision/life/disability insurance, 401(k) plan, and paid time off.