Client Services and Operations Analyst

Company: Evermay Wealth Management LLC
Location: Arlington
Posted on: November 22, 2022

Job Description:

Job Title: Client Services and Operations Analyst Position Type: Full Time Company: Evermay Wealth Management, LLC City/ State: Arlington, VA Qualifications: The Client Services and Operations Analyst should have a strong desire to establish a career in the financial services industry. It is vital that the candidate exhibit effective communication abilities, both verbal and written, and is able to establish ongoing working relationships with various parties. The candidate must possess strong teamwork and client relationship skills, and exhibit strong fiduciary responsibility. The ability to grasp new concepts and become proficient at navigating portfolio reporting and client relationship management software are an essential qualification for the position. Overview of Firm: Evermay Wealth Management, headquartered in Arlington, VA, is a dynamic advisory firm uniquely positioned to serve affluent clients across the country and internationally.Evermay Wealth Management offers customized investment management and consulting services for clients with at least $1 million in investable assets. The members of Evermay have a single, shared goal: to offer long term financial partnership, informed decision making and financial peace of mind to our clientele. We offer competitive compensation, vacation time, medical insurance, 401k plan, selective educational sponsorships, and a team based, company sponsored workout program. Position Description: The Client Services and Operations Analyst will work as an integral member of theEvermay operations team, providing support, analysis, and administration to Evermay's advisors in a competitive, fast paced environment. The analyst is responsible for managing client requests, gaining proficiency in portfolio accounting systems, ensuring accuracy of client data, providing feedback to the management team, and maintaining positive and professional relationships with clients.Some specific duties will include - Handling advisor and client requests using technology platforms such as Tamarac, SchwabAdvisor Center, CRM, and other platforms. Interfacing with custodians or third party vendors to facilitate transactions for Evermay's clients (establish new accounts, process transfer requests, or work on money related transactions) Onboarding new clients by opening accounts, transferring assets, and setting the client up on various internal systems/platforms Assisting with the quarterly reporting cycle, including running reports, updating reports and distributing reports to clients Facilitating office operations, including assisting with process and system improvement projects, completing various ad hoc projects and other responsibilities as assigned by theEvermay management team Responding to telephone inquiries from clients and external vendors regarding account status, account changes and/or the account transfer process Assisting with office administrative duties such as ordering office supplies, distributing mail, and fielding telephone inquiries Candidate Requirements: Successful candidates will exhibit the following qualities: Strong interest in the financial services industry, including the financial markets and investment management Exceptional customer service Close attention to detail and strong follow through Strong organizational/time management skills Strong business and financial acumen Excellent oral, written, organizational and presentation skills Creative problem solving Proficient in Microsoft Office (Excel, Word, PowerPoint) Education and Experience: Bachelor's degree in Finance, Economics, or Business Administration preferred.Job Type: Full-timePay: $60,000.00 - $80,000.00 per yearBenefits: 401(k) 401(k) matching Dental insurance Disability insurance Health insurance Life insurance Paid time off Vision insuranceSchedule: Monday to FridayAbility to commute/relocate: Arlington, VA 22209: Reliably commute or planning to relocate before starting work (Preferred)Education: Bachelor's (Required)Work Location: One location

Keywords: Evermay Wealth Management LLC, Arlington , Client Services and Operations Analyst, Professions , Arlington, Virginia