Client Service Vice President

Operose Advisors

Client Service Vice President

Operose delivers customized financial solutions to meet the investment advisory, family

office, tax and alternative investment needs of our clients. We assess our clients’ current

financial situation to tailor a unique solution that aligns with their desired outcomes and

objectives. Our high-touch service is backed by institutional strength, allowing us to

deeply invest in our clients’ financial success and execute with swift, discerning

confidence. The Office Administrator plays an integral role in supporting the Operose

team’s mission of delivering exceptional client experience and achieving investment

excellence.

The Client Service team plays an integral role in creating an exceptional client

experience through direct client interaction and support of the Operose advisory team.

This role requires a service mindset with excellent organization, communication skills,

and attention to detail.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Serve as a primary contact for all client service needs.
• Work with the Operose team and clients to service client needs.
• Actively engage in the business and obtain a detailed understanding of the firm’s business activities, client base and internal processes.
• Be a key team member in assisting advisors with the onboarding of new client relationships.
• Prepare investment advisory agreements, rollover documentation, and facilitate other client administrative needs.
• Open and maintain client accounts at the custodian and within our portfolio accounting system.
• Assist with client money movement and cash management.
• Identify opportunities to create efficiencies in our current processes.
• Maintain client records within our CRM and network files.
• Support advisors through client meeting material prep and other ad hoc requests.
• Prepare client meeting materials.
• Comply with the firm’s compliance and operational policies and procedures.
• Be a positive team member and proactively contribute to the culture and growth of the firm.

QUALIFICATIONS AND EDUCATION REQUIREMENTS

• Bachelor’s degree with strong academic credentials preferred and a record of achievement.
• 5+ years applicable work experience.
• Strong writing and organizational skills.
• Attention to detail required.
• Ability to develop strong working relationships with team members across the firm.
• Ability to manage multiple tasks at once.
• Proficiency in Microsoft Office applications, especially Excel and PowerPoint.

COMPENSATION AND BENEFITS

• Health, Dental and Vision Insurance
• 401(k) plan with employer match
• Profit Sharing
• Paid-time-off

Seniority Level: Vice President

Employment Type: Full-time, in person

Job Functions: Client Service

Industry: Financial Services

How to Apply

Mandy Nowaczynski

Email: ***email_hidden***

Phone: 414-209-3280