Operations/Client Services Associate – $80K-$85K – Norfolk, VA
Operations/Client Services Associate – $80K-$85K – Norfolk, VA
Norfolk, Virginia
|Direct (Permanent) Full Time
|$ 80,000 - $ 85,000 per year
Norfolk, Virginia
Direct (Permanent) Full Time
$ 80,000 - $ 85,000 per year
August 28, 2024
|Job ID: A1389299DC-Perm_1724872258
August 28, 2024
Job ID: A1389299DC-Perm_1724872258
Job Summary
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Our client, a growing private wealth management firm, is seeking an Operations/Client Services Associate to lead the on-site Operations team in Norfolk, VA!
About the Job:
- Responsible for client account onboarding and set-up, as well as account closure and offboarding.
- Handle manual account reconciliation and entering of transactions across systems.
- Prepare monthly and quarterly reports.
- Work closely with the custodians to address any discrepancies and save appropriate documentation and statements.
- Utilize policies and procedures, consistently reviewing for process improvements.
- Monitor new client investments and resolve time sensitive escalations.
- Oversee a small team of Operations Analysts, providing training and mentorship.
- Other projects and duties as assigned.
About You:
- Bachelors degree and 4+ years of wealth management operations experience required.
- Experience using Orion (or a similar platform).
- Team player with a strong work ethic.
- Ability to manage multiple priorities in a fast-paced environment.
About the Position:
- Salary range of $80K-$85K (dependent on experience), with annual discretionary bonus.
- Comprehensive benefits package including generous PTO and 401(K) matching programs.
- Hybrid schedule of 3x/week in the Norfolk, VA office.
- Great opportunity for professional growth in a growing company!
A1389299DC-Perm_1724872258
To Apply for this Job Click Here
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About Beacon Hill
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
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