What are the responsibilities and job description for the Client Operations Analyst position at True North Advisors?
True North Advisors is currently hiring for a Client Operations Analyst position. True North is a private Wealth-Advisory and Multi-Family Office that serves the wealth and investment management needs of ultra-high-net-worth families, business owners, and entrepreneurs. This is a full-time support role that reports to the Manager of Client Operations.
Primary responsibilities include:
Experienced service professional plays a key role in supporting the daily operations of Client Operations and Wealth Management teams, ensuring the smooth and accurate execution of client transactions, account maintenance, and operational workflows. This position is responsible for handling account-related requests, maintaining accurate client records, and collaborating with financial advisors and custodians. Some of the key responsibilities include executing client transactions, including cash movements, wires, ACH transfers, and account openings and maintenance; monitoring and reconciling transactions to ensure accuracy and timely execution; maintaining and updating client records in the firm’s CRM and custodian systems; serve as a point of contact for clients and the advisory team regarding operational inquiries and account-related issues; providing timely updates to clients and advisors on the status of deliverables; assisting the client operations and onboarding teams with day to day operations; and completing special projects, as requested.
Required Education, Skills & Experience:
- Bachelor’s Degree in Finance or related field required
- One to two years of relevant experience in the financial services industry preferred;
- Problem solver, positive attitude, assertive, energetic, relational, proactive, reliable, accurate, quick learner, professional, observant, organized, proficient with technology, driven, strong attention to detail, ability to handle competing demands efficiently and calmly, focused on quality and accuracy, strong communicator.
- Excellent work references required, preferably from former direct supervisors.
- Must consent to and have favorable credit report and background check;
- Ability to exude the True North Values
Benefits & Perks:
- Competitive base salary
- Competitive bonus potential based on successful execution of firm goals and individual performance metrics
- 15 days of Paid Time Off (PTO) for new employees; increases to18 days after the second year and increases from there per a schedule
- Volunteer Time Off (VTO)
- Telecommuting opportunities
- 401(k) with employer contribution
- Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
- Employer reimbursement for professional designations and continuing education
- Free Financial Planning services for employees and their spouses
- Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!
Background:
True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients. True North builds institutional grade portfolio utilizing public, alternative and private investments, and manages an alternative platform called Western Alternative Strategies.
True North Advisors was founded on the shared vision that the only way to truly provide clients with trustworthy advice is through complete independence, objectivity, and the absence of conflicts of interest.
Established in 2000, our mission has been to help our clients lead more fulfilled lives through trust, personalization, and simplicity. Go North today and join us to help us continue to fulfill lives.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Salary : $2,000