Operations Associate - Parametric
Core
Support the maintenance of existing client accounts and relationships by coordinating responses to client requests, liaising with internal teams, and providing portfolio analyses.
Role type
Operations Associate (Client Relations)
Builds
Client service workflows and account maintenance processes for investment management clients
Domain
Wealth Management / Asset Management
Deliverable
client delivery
Required skills
Financial services advisor interaction, internal system navigation, contract lifecycle management, risk mitigation, cross-functional coordination, portfolio analysis support
Preferred skills
Registered investment advisor (RIA) experience, Family Office community knowledge, separate accounts/UMAs familiarity, tax-efficient products knowledge, equities and fixed income understanding
Technologies
MS Office, internal/external financial software programs
Responsibilities
Support maintenance of existing client accounts, assist with team projects and initiatives, establish familiarity with internal systems to respond to client requests, support coordination of responses to client requests, support termination of client accounts, establish working relationships with Distribution and internal teams, establish working relationships with external contacts for new accounts, gain proficiency with channel guides and policies, support provision/refreshing of portfolio analyses
Seniority
Mid-level, hands-on IC
