Associate, Wealth Management Operations

We are seeking a detail-oriented and service-driven Associate to join our Wealth Management Operations team. In this role, you will act as a vital link between our firm and high-profile Financial Advisors, providing specialized support for Alternative Investment transactions.

You will be responsible for navigating complex workflows including subscriptions, transfers, redemptions, and document amendments. This position is ideal for a professional who thrives in a fast-paced environment and is committed to delivering excellence in every interaction.

salary: $22.22 - $22.23 per hour
shift: First
work hours: 8 AM - 5 PM
education: High School

Responsibilities

• Establish and nurture effective relationships with Financial Advisors and branch staff. You will handle high-priority inquiries via phone and case management systems, ensuring all responses are accurate, professional, and timely.

• Adhere to established procedures by efficiently routing processing requests to designated teams. You will proactively escalate inquiries for further research when necessary to provide comprehensive solutions for our clients.

• Consistently meet and exceed team and departmental service goals. Your contributions will directly impact the organization’s ongoing success and overall client satisfaction.

• Actively recognize operational risks within day-to-day processes. You will identify key issues and contribute to process improvements to safeguard firm and client assets.

Skills

• Operations
• Banking Operations
• Customer support
• Decision Support
• Documentation of Operations
• Technical Support
• Call Center Support

Qualifications

• Years of experience: 2 years
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact [email protected].

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.