Operations Associate - Parametric
About The Position
The Operations Associate - Client Relations Representative is responsible for working closely with Client Relations Representatives and Senior Client Relations Representatives in order to support the maintenance of client accounts and Parametric believes each member of our organization makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this job description is designed to outline primary duties and qualifications. It is our expectation that every member of our team will offer his/her/their services wherever and whenever necessary to ensure the success of our client services.
Requirements
- 4-year degree, preferably in related discipline such as economics, finance, marketing, or hospitality; work experience in lieu of degree will be considered.
- 4+ years proven experience working with financial services advisors / money managers.
- Relationship-building skills and ability to thrive in a team environment.
- Keen interest in and understanding of investment products and financial instruments such as equities and fixed income.
- Established communication skills - both internally/externally in written/oral/auditory essential.
- Familiarity with MS Office and the ability to learn additional internal/ external software programs.
- Resourcefulness, problem solving, and organization (ability to prioritize effectively)
- Willingness to work in fast-paced environment with hourly deadlines with attention to detail.
- Flexible, willing, and able to work long hours as needed.
Nice To Haves
- Introductory experience with registered investment advisors (RIAs), the Family Office community, separate accounts, unified managed accounts (UMAs), tax-efficient products, and/or indexes a plus.
Responsibilities
- Support the maintenance of existing client accounts.
- Assist with team projects and initiatives.
- Establish familiarity with internal systems to respond to client requests – asset values, status updates, tax efficiency, account performance, etc.
- Support the coordination of responses to client requests by liaising with internal teams, and utilizing internal resources for information, paperwork, transition analyses, etc.
- Support the termination of client accounts as requested.
- Establish working relationships with Distribution and other internal teams on existing client relationships.
- Establish working relationships with external contacts for new accounts and activity for existing clients.
- Gain proficiency and understanding of the channel guides and team policies and procedures in order to mitigate risk.
- Assist with coverage when team members are out and cross-train to ensure coverage.
- Support the provision/refreshing of portfolio analyses with existing clients.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
