What are the responsibilities and job description for the Wealth Management Operations Associate position at Chatham Wealth Management?
Wealth Management Operations Associate
This is an in-person role that could be full-time or part-time based on situation, experience, and agreed upon responsibilities.
We are a boutique wealth management office in Chatham, NJ, seeking a motivated and detail-oriented professional to join our team. This role offers the opportunity to work closely with advisors and clients, supporting both client-facing and back-office operations.
Key Responsibilities
- Client Support: Provide responsive service to clients and team members, managing inquiries, requests, client files, and communications.
- Billing & Reporting: Support billing functions for investment accounts and assist with performance reporting, ensuring accuracy and timeliness.
Potential Additional Responsibilities
- Operations: Leverage and integrate our platforms to streamline processes, maintain accurate business and client data, and optimize system use.
- Marketing: Responsible for formulating and executing a business development focused marketing plan.
Qualifications
- Bachelor’s degree required.
- Strong organizational and problem-solving skills.
- Collaborative team player with a client-first mindset.
Preferred Experience
- Familiarity with the financial advisory business model and industry regulations.
- Experience with Schwab Advisor Center, Redtail CRM, and Orion Tech Stack.
Compensation will be commensurate with agreed upon responsibilities.