Client Operations Analyst

True North Advisors is currently hiring for a Client Operations Analyst position. True North is an Independent RIA that serves the wealth management needs of high-net-worth individuals and institutional clients.

Primary responsibilities include:

• Fulfills client service requests, such as account set-up, account maintenance and money movement.
• Handles client paperwork and reports, communicates with clients regarding deliverables, provides status updates of requests and solves client service problems.
• Executes client onboarding and asset transfers.
• Maintains current client data and activity records in the firm’s CRM, assists client with online access to custodial sites and client portals, communicates with third party advisors to fulfill client requests (e.g. CPAs and attorneys), and completes special projects, as requested.
• Manages and supports M&A processes from inception through integration as needed.

Required Education, Skills & Experience:

• Bachelor’s Degree strongly preferred.
• Two to three years’ of experience with client service and custodian transactions (Schwab, Fidelity, and/or Pershing) strongly preferred.
• Problem solver, positive attitude, assertive, energetic, relational, proactive, reliable, accurate, quick learner, professional, observant, organized, proficient with technology, driven, strong attention to detail, ability to handle competing demands efficiently and calmly, focused on quality and accuracy, strong communicator.

Benefits & Perks:

• Competitive base salary.
• Target year-end incentive compensation of 15%-20% of base salary, based on successful execution of firm goals and individual performance metrics.
• Self-directed 401(k) program with employer contribution.
• Volunteer Time Off.
• Ability to telecommute after one month of employment.
• Employer reimbursement for successful completion of applicable professional designations and CE credits.
• Employer contribution of $2,000/year into individual Health Savings Account, for all employees enrolled in our medical insurance.
• Free Financial Planning services for employees and their spouses.
• Award-Winning Culture: A recognized leader in workplace engagement and employee satisfaction!

Background:

With wealth comes responsibility. As a respected, established, independent wealth management firm, True North Advisors is founded upon the principle of stewardship – the careful and responsible management of clients' financial assets to reach their goals now and in the future. 
 
 Clients can rest confidently that their advisor is looking out for their interests because he or she has taken the time to really get to know the client and their life goals. Clients can enjoy peace of mind knowing their custom fit financial plan is in place and is being carefully implemented. With that plan, clients can exercise financial discipline to handle emotions that could lead to costly mistakes. Clients have a clear guide to navigating the changing economic and market environment during their journey and to making sense of all the deluge of information coming at them. They have their True North.
 
 True North was founded in 2000 with the vision of providing clients with a dramatically better service and wealth management experience than available at large brokers. The founders envisioned a firm and a team of people that would get up every day excited to help people achieve their financial life goals. They envisioned a firm that would be the best at what it does, a place that clients felt comfortable telling their friends about, and where industry professionals would vie for an opportunity to join the team. Years later, we are living that vision.