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Client Operations Specialist

TDC Investment Advisory
Maumee, OH
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

This position reports to the Director of Client Operations

The Client Service Specialist supports the Adviser Team in servicing clients’ needs and fulfilling firm operational needs. This position operates in a client-focused, fast-paced environment utilizing strong organizational, communication, time management and critical-thinking skills.

Performance Paths | Responsibilities

PROJECT, PROCESS, and/ or PEOPLE MANAGEMENT

§ Accurately updates and maintains systems to ensure integrity of data and firm-wide reporting

§ Prepares, reviews and sees through paperwork to onboard, off-board and otherwise service client relationships

§ Documents and communicates progress of Client requests within CRM

§ Verifies accounts, maintenance updates and money movements are administered correctly

§ Works with custodians to track requests and resolve related issues

§ Works with trust company to provide client reviews and accounting related items

§ Works with Advisers to determine and ensure all materials needed to execute a Client’s plan are provided for meetings and received back in good order

§ Works with Advisers to follow up on outstanding items

§ Processes, tracks and confirms Client cashiering requests.

§ Communicates procedures and adheres to Compliance policies

§ Performs routine system reconciliation and projects as necessary

 

Requirements

  • Bachelor’s degree preferred
  • Basic knowledge of investment account types, TDC investment philosophy and service types and requirements

§ Diligence in following workflows accurately and great attention to detail

§ Ability to navigate custodial sites, client relationship management system and Microsoft Office products

§ Excellent communication, listening, consultation, organization, multi-tasking, prioritization and customer service skills

§ Ability to work independently, quickly and meet deadlines

§ Good time-management and critical thinking skills

§ Desire for continuous learning

§ Ability to thrive in a fast-paced, growing environment

§ Ability to work well with others, have a positive attitude, and practice the following traits: (1) Cares; (2) Does what they say they are going do; (3) Technically proficient; and (4) Selfless Teammate

Company Description
We are a wealth advisory firm with a purpose – to help families be families. We strive to help affluent families and successful businesses build a plan around their unique goals and values.

When you work with us, we believe issues can feel less complex – less of a burden. If families and institutions gain peace of mind by working with us and are able to live with purpose, that will be our greatest accomplishment.

TDC Investment Advisory

Why Work Here?
A growing organization, keenly focused on the Colleague Experience, with a brand-new facility featuring state-of-the-art technology.

We are a wealth advisory firm with a purpose – to help families be families. We strive to help affluent families and successful businesses build a plan around their unique goals and values. When you work with us, we believe issues can feel less complex – less of a burden. If families and institutions gain peace of mind by working with us and are able to live with purpose, that will be our greatest accomplishment.

Address

1440 Arrowhead Drive

Maumee, OH
USA

Industry

Business

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