Client Service Operations Associate
Confirmed live in the last 24 hours
Seattle, WA, USA
Experience Level
Desired Skills
  • Support day-to-day Client Service operations for the firm
  • Assist in the resolution of operational inquiries; identify, diagnose, and solve
  • Document processes to support operational efficiency, consistency, and accuracy
  • Create and maintain key client service reference information, directories, and support materials
  • Collaborate with teams to increase operational knowledge, and promote data integrity
  • Attend and provide tactical support in service team monthly role meetings
  • Document and track progress on CS Operations projects, enhancements, and solutions
  • Bachelor's Degree preferred
  • 2+ years of experience in financial services, either as a service team member or in a Client Service Operations role
  • Strong Excel spreadsheet skills, including pivot tables and advanced functions
  • Salesforce reporting and dashboard experience recommended
  • Ability to communicate effectively across a broad spectrum of roles and departments
  • Strong organizational skills
  • This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility
  • Responsible for timely custodial updates and alerts; communicate required updates and actions to the team
  • Assist Client Service Operations Management and service teams with issues that require special attention, exception processing, or service escalation
  • Assist Compliance with CS reporting and data collection needed to satisfy regulatory audits (SEC, custody, etc.)
  • For new team members, administer user accounts for CS specific technology such as Wealthscape (Fidelity), Tamarac, my529, and By All Accounts (BAA); provide access and manage entitlements
  • Assist with training on Client Service Operations functions for new client service hires
  • Provide CS Operations management with data and analysis to facilitate decision-making
  • Monitor and analyze team member client workload and activity volumes; make suggestions for improvement and ongoing systems maintenance
  • Assist pods with larger-scale team member transitions re-assignments and workload distribution
  • Provide teams with reports and dashboards to track and audit key activities
  • Manage short and long-term Client Service projects that support firm objectives and key results
  • Organize resources, identify issues, establish goals and deadlines, assign responsibilities, and create tools for managing and tracking progress
Brighton Jones

51-200 employees

Investment advisory & financial planning firm