aurelius

Financial Services Operations Associate

Bedford, New Hampshire, United States

Sponsorship not specifiedDetected 4 hours ago

CRMCommunicationOrganizational SkillsMicrosoft Office

About the role

Process client service requests, resolve NIGO items, and provide guidance to clients and team members as needed.
Schedule client meetings and prepare related reports and materials.
Regularly monitor and audit CRM records to ensure client data is accurate, current, and complete.

Build and maintain strong client relationships through proactive communication with clients, custodians, CPAs, attorneys, and internal team members.

5+ years of Registered Investment Advisor (RIA) or brokerage experience required.
Knowledge of investment terminology and industry language required.
Strong computer skills, including proficiency with Microsoft Office products.
Detail-oriented with strong organizational skills and the ability to prioritize tasks effectively.
Collaborative team player with the ability to work well with others.
Ability to work in a fast-paced, evolving environment.
Onboard new clients by collecting required information, completing firm and custodial paperwork, and updating client records in firm software.
Sophisticated technology skills required, including the ability to work independently in a remote environment, troubleshoot routine technical issues, and effectively use virtual communication, document management, CRM, and workflow platforms.
Excellent writing, interpersonal, and client service skills.
Goal-oriented, self-motivated, and results-driven.
This position does not have direct supervisory responsibilities.

Bachelor's degree in Business or a related field preferred.
Experience with custodian paperwork, Wealthbox, ShareFile, DocuSign, and Mailchimp preferred.

This listing is sourced directly from aurelius's careers page and normalized into a canonical job model.