Client Operations Associate

3 weeks ago

Los Angeles, United States Kinetic Investment Management Full time

We are Kinetic Investment Management, a leading Registered Investment Adviser. Located in the center of downtown Los Angeles, we manage investments and develop solutions across the full spectrum of asset classes, strategies, and vehicles: equity, fixed income, asset allocation, separately managed accounts, ETFs, and commodities. As an SEC Registered Investment Adviser, we offer financial professionals resources to help grow their investment management capabilities. Kinetic Investment Management is recognized as an innovator, thought leader, and trusted adviser to many financial professionals.

Kinetic Investment Management is focused on delivering the best possible solutions to our financial professionals. Our purpose is to provide our adviser's resources to help grow and improve their overall client experience, as well as grow and scale their businesses. Our services include best practices around practice management, marketing, investment analysis, and branding. We aspire to cultivate achievement and leadership through the growth of our people, diversity in thought, and a commitment to encouraging various perspectives that improve our community.

Position Description:
The Wealth Management Operations team is seeking to hire a Client Operations Associate to serve as an operational expert focused on oversight and enhancement to the portfolio management process. This position helps onboard new accounts and modify existing portfolios. As a Client Operations Associate, you will work as a liaison between our external clients and our internal investment professionals to ensure accurate oversight of account implementation. Additionally, you will work closely with Kinetic Investment's leadership team on projects that enhance operational efficiency.

Principal Duties & Essential Responsibilities:

- Properly document all aspects of the new account opening process, pre-filling new account custodial paperwork and investment management agreements
- Confirm accurate completion of client documents and review account setup for accuracy
- Take initiative in finding new ways to resolve account matters and sensitive client interactions
- Work collaboratively with various teams within Kinetic to resolve and follow up on client requests and issues
- Work closely with Executive Management on new and existing projects
- Work closely with our Wealth Management Sales Team as it relates to existing adviser accounts

Position Requirements:

- Bachelor's degree from an accredited 4-year institution
- 2+ years of experience in operations
- 2+ years of financial services experience
- 1+ year of client service experience, ideally with financial services
- High degree of accuracy, detail orientation, and strong problem-solving ability
- Ability to work independently, take direction from multiple parties, perform strong attention to detail, and balance multiple tasks in a timely manner
- Strong proficiency in Microsoft Office (Including Word and Excel), Adobe, and Google Suite
- High level of integrity and ethics, as well as outstanding verbal and written communication skills
- Creative, innovative, and a strong aptitude to learn, take ownership, and successfully see tasks through to the finish line

**Benefits**:

- Employee health and dental insurance paid 100% by the employer
- Opportunity for upward movement based on performance
- Ability for increased pay based on performance
- Community involvement opportunities with Kinetic Kares

Compensation: Salary + Bonus

To apply:
Compensation Range:
$65K to $80K yearly (Depending on Experience)

Pay: $45,000.00 - $75,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance

Schedule:

- 8 hour shift
- Monday to Friday
- No nights

Work setting:

- In-person
- Office

Work Location: In person

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