Operations Associate - Client Services

Parallel Advisors • San Francisco, CA

1d • $72,000 - $80,000 • Hybrid

About The Position

The Operations Associate will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams. This is a hybrid role (3x/week in person) based out of our San Francisco Office.

Requirements

• Operational knowledge in four key areas: new accounts, cashiering, transfer of accounts, and account maintenance.
• Strong organizational, analytical, communication, and interpersonal skills.
• Ability to work effectively in a fast-paced and deadline-oriented environment.
• Capability to manage multiple demands and competing priorities.
• Excellent written and verbal communication skills.
• Bachelors Degree or Equivalent Work Experience
• One (1) to Three (3) years of experience in Financial Services

Nice To Haves

• Broker/Dealer platform experience a plus.
• CRM Experience, specifically Salesforce, a plus.

Responsibilities

• Optimize the client experience as it relates to operations and service in order to drive high satisfaction, quality, and efficiency for both the client and Parallel.
• Manage all aspects of our clients operational needs within the timeframes committed to by Parallel and within the deadlines established by our custodians.
• Serve as a resource to multiple financial advisors in supporting client relationships.
• Lead or participate in cross-functional group projects to improve quality and efficiency within the teams.

Benefits

• Benefits including health care, dental, vision, and 401k plans
• Opportunity for support of professional accreditation and continuing education requirements and other professional development

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees