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Client Service Operations Associate
Confirmed live in the last 24 hours
Portland, OR, 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
  • 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.)
  • 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