Operations Associate
Job Summary
We are seeking a detail-oriented and proactive Operations Associate to join our dynamic team at Harrison Financial Services. The ideal candidate will play a crucial role in ensuring the smooth operations of our private wealth management services firm by maintaining CRM integrity, managing client information, preparing files and documentation, and supporting our client-facing teams.
General Responsibilities:
• Ensure the accuracy and completeness of client data within the CRM system.
• Regularly audit and update client records to reflect current information.
• Assist in the management of client accounts, including monitoring changes and updates as required.
• Collaborate with financial advisors to ensure all account details are accurately documented.
• Maintain confidentiality and security of client data in compliance with industry regulations.
• Distribute meeting notes to relevant team members and follow up on outstanding tasks.
• Maintain CE licensing, credentials, and designation records for advisors.
Role requirements:
• Proficiency in CRM software and Microsoft Office Suite.
• Proven experience is servicing clients in a similar role.
• Knowledge of financial products, investment strategies, and industry regulations.
• Strong interpersonal and communication skills.
• Excellent problem-solving skills, with a focus on delivering exception client service.
• Ability to analyze data, identify trends, and make data-driven decisions.
• Ability to work independently, manage multiple priorities, and meet deadlines.
• Strong attention to detail and organizational skills.
• Professional demeanor and positive attitude.
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