Relationship & Operations Associate

Responsibilities Client & Advisor Support: Provide white‑glove communication to clients and advisors through phone, email, and meetings. Serve as a professional point of contact with custodians and ensure compliance with periodic client review requirements. Client Experience & Front Office Management: Greet and assist clients, prospects, vendors, and employees in person and via phone, email, and text. Ensure the lobby and conference rooms are prepared for meetings, maintaining cleanliness, comfort, and professionalism. Manage phone greetings, call routing, and scheduling support to create seamless, high‑quality interactions from arrival to departure. Account Administration: Prepare and process paperwork for new accounts, cashiering, transfers, and account maintenance requests. Take ownership of asset transfers to ensure seamless and timely completion. Execute accurate money movements per advisor or client requests while maintaining documentation and compliance standards. Data & Records Management: Maintain accurate and complete client information in firm databases and systems. Update client records promptly and ensure information integrity across platforms. Project & Workflow Support: Follow established guidelines to achieve goals and deliverables in collaboration with leaders and stakeholders. Set and meet project expectations with team members, delegate tasks appropriately, and track progress to completion. Process Improvement: Assist in developing procedures that increase accuracy and streamline operational steps. Identify opportunities to simplify workflows and enhance consistency. Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives. Qualifications Bachelor’s degree in Business Administration, Accounting, Finance, or related field preferred. Minimum of one year of experience in financial services or banking preferred. Knowledge of financial advisor office tools such as Orion, Goldmine, Redtail, or Salesforce preferred. Proficiency in Microsoft Office, including Word, Access, Excel, and Outlook required. Strong research and problem‑solving skills required. Exceptional attention to detail required. Curiosity and natural desire to learn preferred. Ability to compile statistics and reports accurately required. Excellent planning, organizational, project management, and time management skills required. Ability to manage multiple projects with precision required. Strong written and verbal communication skills required. Desire for continual personal and professional growth preferred. Benefits Starting annual base salary between $40,000 - 65,000. Variable compensation potential (Bonus and/or commissions) Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs. Base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. EEO Statement We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law. #J-18808-Ljbffr