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Client Operations Analyst
True North Advisors. Support the daily operations of Client Operations and Wealth Management teams .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client transaction execution, including cash movements and account maintenance, while maintaining accurate client records in CRM systems. Strong communication skills and a proactive approach to problem-solving are essential for supporting client operations and ensuring timely updates.
Highest-signal resume keywords
Client Transaction ExecutionCRM System MaintenanceFinancial Services ExperienceStrong Communication SkillsAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash MovementsWiresACH TransfersAccount OpeningsTransaction MonitoringReconciliationClient Record MaintenanceSpecial Projects ExecutionTechnology Proficiency
Soft Skills
Problem SolverPositive AttitudeProactiveOrganizedStrong Communicator
Certifications & Qualifications
Bachelor’s Degree
Industry Keywords
Client OperationsWealth ManagementFinancial ServicesOperational InquiriesTrue North Values
About the role
Key responsibilities & impact- Support the daily operations of Client Operations and Wealth Management teams
- Execute client transactions, including cash movements, wires, ACH transfers, and account openings and maintenance
- Monitor and reconcile transactions to ensure accuracy and timely execution
- Maintain and update client records in the firm’s CRM and custodian systems
- Serve as a point of contact for clients and the advisory team regarding operational inquiries and account-related issues
- Provide timely updates to clients and advisors on the status of deliverables
- Assist the client operations and onboarding teams with day-to-day operations
- Complete special projects as requested
- Report to the Manager of Client Operations
Requirements
What you’ll need- Bachelor’s Degree required (finance preferred)
- One to two years of relevant experience in the financial services industry preferred
- Problem solver, positive attitude, assertive, energetic, relational, proactive, reliable, accurate, quick learner, professional, observant, organized, proficient with technology, driven, strong attention to detail
- Ability to handle competing demands efficiently and calmly
- Focused on quality and accuracy
- Strong communicator
- Excellent work references required, preferably from former direct supervisors
- Must consent to and have favorable credit report and background check
- Ability to exude the True North Values
Benefits
Comp & perks- Competitive bonus potential based on successful execution of firm goals and individual performance metrics
- 15 days of Paid Time Off (PTO) for new employees; increases to 18 days after the second year and increases from there per a schedule
- Volunteer Time Off (VTO)
- Telecommuting opportunities
- 401(k) with employer contribution
- Comprehensive benefits: medical, dental, vision, and HSA with $2,000 annual employer contribution
- Employer reimbursement for professional designations and continuing education
- Free Financial Planning services for employees and their spouses
- Collaborative culture with year-round engagement events including happy hours, coffee chats, lunches, and more!