Client Operations Associate

Client Service Serve as an escalation point for complex client operations issues, ensuring timely resolution and high service standards. Direct daily client operations activities including service requests, account maintenance, transfers, and onboarding workflows. Ensure all paperwork is accurate, complete, and in good order prior to custodian submission. Perform status checks throughout service and transfer processes, communicating proactively with advisors and internal teams. Serve as liaison between custodians, advisors, trading, and the investment team. Record all service tasks and workflow steps in the CRM to ensure accountability and timely follow-through. Maintain compliance awareness within service workflows and documentation standards. Workflow & Process Improvement Support the design, implementation, and refinement of operational workflows related to onboarding, service paperwork, and client experience. Establish consistent structures, checks-and-balances, and follow-up syste...Operations Associate, Operations, Associate, Client Service, Support, Operation, Manufacturing, Staffing