Client Operations
Company:
Our client is an asset manager in downtown Boston. They are looking for a client operations associate to add to their growing operations.
Job Responsibilities
- Responsible for all aspects of administration and client service for high net worth families and family offices
- Effective communication with both internal and external contacts including prospects and clients
- Understanding of trusts, foundations and LLC structures
- Organize and manage meetings from start to finish
- Establish effective working relationships with colleagues and external contacts
- Account maintenance (opening new accounts, managing transactions, address changes, etc.)
- Understand basic fiduciary issues relevant to client relationships
- Handling/supervision of cash processing for assigned accounts
- Collaborate with outside advisors concerning client's personal, trust and other entities tax information
- Prepare letters and other client communications
- Complete customized analyses and spreadsheets for specific projects
- Process customized client reporting
Job Requirements
- Bachelor's degree and minimum of three (3) years of relevant work experience
- Experience with Trusts and Fiduciary accounts
- Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records
- Desire to learn and the ability to learn quickly
- Detail oriented
- Strong decision making and problem solving skills
- Strives for innovation and process improvement
- Strong communication skills
- Ability to multi-task and adapt to changing priorities to meet client demands
- Self-motivated with strong work ethic
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