RIA Client Service / Operations Manager for a wealth management practice, focusing on client service, operations, and leadership.
Pay - $75,000 - $85,000/year
- Serve as a primary point of contact for clients and deliver a high-touch client service experience
- Support client service and account operations for a growing wealth management practice managing over $1.2B in assets under management
- Review and process solicited and discretionary trades, including block trades, while ensuring accuracy and compliance
- Assist with client onboarding, account maintenance, money movements, beneficiary updates, and related documentation
- Prepare client-facing reports, meeting materials, summaries, and follow-up action items
- Bachelor's Degree required
- Nice to have: Schwab Advisor Center
- Nice to have: iRebal
- Nice to have: Orion
- Nice to have: Albridge
RIA Client Service/Operations ManagerNewAston Carter · Bellevue, US