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Client Operations Specialist

Description

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

Moss Adams Wealth Advisors is offering a unique opportunity to join our growing RIA as a Client Operations Specialist. The Client Operations Specialist filling this position will work as an integral team member with other Client Operations team members, advisors, and client service associates to support our clients as we work to secure a better financial future by strategically aligning tax, planning and investment needs and tactically managing their assets.

The Client Operations position is part of a fast-paced team that creates a seamless client experience from start to finish.

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities:

+ Prepare, research, review, submit and execute accurate client account paperwork and supporting documents, including interacting with various custodians and fund companies to ensure timely completion of client requests.

+ Analyze client situations and make recommendations regarding the best approach to onboard new clients or handle complex client situations.

+ Serve as the primary point of contact with key custodians and fund companies, helping with all phases of client account set up and ongoing maintenance.

+ Enter and maintain data in client reporting systems for liquid and illiquid asset reporting.

+ Research, follow-up and resolve client reporting requests through effective collaboration with internal and external teams.

+ Work in tandem with the Compliance team to uphold client safety requirements in all aspects of client operations.

+ Prepare for and execute Quarterly Billing processes.

+ Build and maintain client onboarding & offboarding processes to include input and maintenance of client data in multiple systems with high attention to detail.

+ Create and maintain Standard Operating Procedure documents.

+ Conduct systems/process training for new employees and provide training on new processes as needed.

Qualifications:

+ Bachelor's degree or equivalent experience required.

+ Minimum of 1 year Client service, administrative or operations experience is preferred.

+ Experience with wealth management tools such as CRM, Client Reporting and Portfolio management systems.

+ Strong analytical and problem-solving skills.

+ Demonstrates excellent organizational, problem solving and communication skills in a highly collaborative team environment.

+ Detail-oriented with strong prioritization and project management skills to drive progress of projects; ability to handle multiple projects and tasks simultaneously while maintaining quality work.

+ Ability to think creatively, highly driven and self-motivated.

+ Ability to handle sensitive situations and confidential information with discretion.

+ Adaptable to a changing environment; champions change and influences others to change.

+ Ability to collaborate and work effectively across functions/departments/teams while building trusted relationships and positively influencing others.

+ Ability to use resources efficiently, meet deadlines, and keep others informed of work plans and progress toward goals.

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Moss Adams is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

Certain jurisdictions in the United States require employers to disclose the pay range in job postings. This is the typical range of pay for the position. Actual compensation may depend on factors such as qualifications, work experience, skills, and geographic location. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our** **careers** **page.

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**Compensation Range \(Denver Market ONLY\):** Compensation range for Washington: $56,000 -$74,000

**Primary Location** Seattle, WA

**Other Locations** Portland, OR

**Employee Status:** Regular

**Schedule:** Full Time

**Req ID:** 28240