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Robert Half Wealth Management Operations Associate in minneapolis, Minnesota


Our client a growing investment advisory firm is seeking an Operations Associate to join the firm. In this position you will build deep relationships with and provides operational support to an assigned group of Financial Advisors and clients. This position is responsible for driving quality customer experiences and includes handling the daily operational needs of assigned clients and the broader responsibilities of the internal operations team. Our client is actively interviewing candidates with 1+ years experience in client support at investment advisory firms or RIAs. This firm is on an impressive growth track and offers career growth, excellent compensation and benefits. If you are interested in becoming part of this dynamic firm, please message Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through Robert Half's Website REF # 02310-0012569648.

Key Responsibilities

• Handles all operational processing, provides customer support, account set-up, account transfer, money-movement, trade request cases, maintenance and general administrative duties for assigned Advisors

• Efficiently works with Advisors in responding to client service requests to ensure the optimal end client experience

• Responds to Advisor requests and initiates contact in anticipation of emerging concerns and issues

• Maintains accurate client records and documents all account activities in our CRM (Salesforce)

• Reviews and audits client trade requests to help eliminate errors prior to submitting to the trade desk.

• Establishes and builds strong business relationships with internal partners, especially Sales, to improve the client experience, aid in retention and contribute to business growth

Requirements Register Investment Advisor, Wealth Management, Account Creation, Account Setup, Client Relations, Securities Trading, Client Intake, Funds Transfer, Stock Transfer

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