Operations Specialist - Austin, United States - Durbin Bennett

Description

• Provide account administration services to clients and their related professionals.
• Provide valuable operations advice and support to Senior Advisors.
• Create trust and deepen client relationships and their network of related professionals.

• Meeting and exceeding clients' account needs and service expectations.
• Coordinating with various professionals to successfully execute portfolio operations and account management responsibilities.
• Communicating effectively with clients on a regular basis.
• Ensuring team atmosphere (no silos) and culture of our clients vs my clients.
• Involving and keeping advisory and client service team informed regarding client activity.
• Assisting in overall growth of clients by involving others as needed.

• Proficient in account and entity types, cashiering, and portfolio administration paperwork.
• Experienced in opening and closing accounts; moving money; creating, compiling, and disseminating reports; trading; organizing and maintaining client files.
• Basic understanding of portfolio management.
• Familiarity with financial services and securities industry.

• Demonstrated ability to correspond effectively and timely with a variety of clients, custodial contacts, investment managers, and other related professionals.
• Successfully coordinate various third parties to work together in an organized and convenient manner for clients.

• Ability to develop systems of organization which enable others to easily find information.
• Ability to recognize missing or incorrect information.

• Ability to recognize inefficiencies and create processes for improving time management and error reductions.

• Ability to align client and advisor expectations and to establish system for monitoring/following up on outstanding deliverables.

• Ability to recognize when specialists need to be involved, when to ask for additional assistance, and how one can fill in when another is not available.

• Ability to solicit and act on constructive feedback,
• Challenge oneself with tough assignments.
• Demonstrate resilience and courage in the face of setbacks and opposition.

• Minimum 2 years of experience in the wealth management industry or a related field.
• College degree.
• Proficient with client relationship management and portfolio accounting softwares (WealthBox and Black Diamond a plus).
• Experience with custodian platforms (Schwab and Fidelity a plus).

• Obtain Series 6
• Add value to the Client Service Team by being an additive resource to our clients and internal staff.
• Ability to manage up to 50 clients over time.
• Replicate operational procedures and efficiencies.
• Strengthen corporate culture.
• Increased knowledge base of operations.
• Willingness to expand responsibilities and to train others.