Operations Manager

JOB SUMMARY

The Operations Manager partners with Wealth Managers and Financial Planners in preparing and processing paperwork to open and maintain client accounts. High performers handle high volume, complex work with a low error rate and embody the Creative culture.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES

• Accurately prepares, processes and tracks paperwork for new and existing clients

• Correctly process distributions to clients

• Successfully prioritizes and juggles multiple tasks with competing priorities

• Delivers quality customer service

• Develop positive relationships with assigned Wealth Managers/Financial Planners

• Consistently display strong communication skills, both written and oral

• Must remain calm under pressure, be a good listener and be able to make good business decisions considering impact to client and firm

• Prepares, sends and manages online access information for clients

• Researches and resolves account related issues in a timely manner

• Acts as the liaison between Creative Planning and all custodians that we work with

• Ensure compliance with all regulatory guidelines

• Consistently meets or exceeds deadlines

• Works well independently and within a team environment with minimal supervision

• Exemplifies Creative Planning’s culture and values

• All other duties as assigned

• Excellent follow through to ensure all projects and tasks are completed accurately and on time

• High Attention to Detail

REQUIRED EXPERIENCE / QUALIFICATIONS

• Bachelor’s degree

• Prior experience in financial services field

• Ability to work in a fast-paced environment

TECHNICAL SKILLS

• MS Office Windows experience

• Salesforce

• Adobe acrobat