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Description
The Investment Operations Associate is responsible for aiding private wealth advisors in client service operations, including onboarding, and maintaining client accounts, trading, reporting, and portfolio administration, for a FINRA-registered broker dealer and an SEC registered investment advisor that provides asset management services to financial advisors and their clients. As the primary point-of-contact for client requests (money links, ACH, wire and check requests, journals, account updates, etc.),this position acts as an intermediary between the clients’ private wealth advisor (acting on their behalf and providing concierge servicing). To best serve our clients and our company, the ideal candidate will enjoy helping people, have a high attention for detail, possess critical thinking skills - able to work through various, sometimes complex, issues to best resolution, with a proactive, positive can-do attitude, and a willingness to take initiative and offer suggestions for improvement. This position will report directly to the VP, Operations.
Duties and Responsibilities
Qualifications and Skills
Work Environment
Quartz Partners’ office is a quiet, professional environment with a business casual dress code. All employees need to be able to handle sensitive information in a confidential manner. As a firm, we make our corporate culture a top priority by adhering to our firm values.
FIRM VALUES
Value: We value the relationships with our clients, employees, and stakeholders, demonstrating this by being accessible, collaborative, responsible, and accountable.
Act: We act with integrity by being transparent and honest; doing the right thing to establish and build long-term trusting relationships.
Learn: We are curious and open to continuous learning.
Understand: We understand our clients have many options; we stand out by recognizing their investment needs, providing superior customer service and a commitment to operational excellence.
Enjoy: We experience enjoyment in the work we do, recognizing that we each do our best work when we have the right balance between our work and home life.
PURPOSE
To provide comprehensive financial solutions to allow our clients to live life well and plan for a future worth celebrating.
VISION
Enriching life and advancing the industry by offering complementary investment strategies and technology solutions to help grow clients’ investment portfolios.
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
Schedule:
Work setting:
Experience:
Ability to Relocate:
Work Location: In person
Full Time
IT Outsourcing & Consulting
$100k-160k (estimate)
05/01/2024
05/13/2024
quartzpartners.com
Troy, NY
<25
IT Outsourcing & Consulting
The job skills required for Investment Operations Associate include Investment Management, Asset Management, Customer Service, Financial Services, Trading, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Operations Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Operations Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Operations Associate positions, which can be used as a reference in future career path planning. As an Investment Operations Associate, it can be promoted into senior positions as an Investment Portfolio Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Operations Associate. You can explore the career advancement for an Investment Operations Associate below and select your interested title to get hiring information.