Senior Client Operations Associate - Remote

Overview

The Senior Client Operations Associate will manage day-to-day operational workflows across multiple client-facing service areas in a boutique wealth management firm.

In Short

• Join a boutique wealth management firm.
• Focus on high-trust, execution-focused role.
• Manage operational workflows across client service areas.
• Collaborate with internal professionals.
• Prior experience in wealth management or investment operations required.
• Handle critical client documentation.
• Respond to client inquiries.
• Maintain accurate records in CRM systems.
• Support compliance documentation workflows.
• Identify and improve internal workflows.

Requirements

• Experience in wealth management or a similar financial setting.
• Strong attention to detail and resourcefulness.
• Ability to work independently with minimal supervision.
• Familiarity with financial, tax, and legal documentation.
• Excellent communication skills.
• Proficient in using Microsoft Teams and CRM platforms.
• Understanding of compliance regulations (KYC, AML).
• Ability to handle sensitive financial information securely.
• Problem-solving mindset and initiative.
• Fast-paced work environment adaptability.

Benefits

• Opportunity to work in a collaborative environment.
• Engagement with high-net-worth clients.
• Professional growth and development opportunities.
• Flexible work arrangements.
• Competitive compensation.