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    Operations and Client Service Manager - Chicago, United States - The Judson Group

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    Operations and Client Service Manager | Chicago, Illinois

    Judson Group has partnered with a growing, well-respected RIA in the search for an

    Operations and Client Service Manager . The Operations and Client Service Manager is responsible for supporting the operational and portfolio management needs of the firm.

    The ideal candidate has previous financial services experience, including familiarity with CRM, portfolio accounting and reporting systems, and exceptional client service experience.


    Responsibilities:
    Perform routine data quality assurance procedures across various resources including CRM, portfolio accounting and reporting systems
    Responsible for processing all fund transfers and new account setup
    Aid in the creation, maintenance, and monitoring of operational workflows
    Responsible for developing a strong knowledge of the firm's software packages and technologies
    Play a vital role in the firm's reporting needs
    Ability to improve operational efficiencies and best practices
    Responsible for front end functions including manning phones, office operations, and marketing
    This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary

    Requirements:
    Bachelor's Degree preferred
    Previous financial services/wealth management experience preferred
    Experience using Tamarac, Advent AXYES, Junxure
    Strong organizational skills and attention to detail
    Strong communication, interpersonal, and problem-solving skills
    Strong proficiency in all Microsoft Office programs

    Compensation:
    Competitive base salary, bonus, and benefits

    #J-18808-Ljbffr

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