Operations and Client Services Associate

2 days ago


MA United States Cabot Wealth Management Full time
Job Summary

Cabot Wealth Management is seeking a highly skilled and detail-oriented Operations and Client Services Associate to join our team. As a key member of our operations team, you will be responsible for providing exceptional client service, processing back-office account updates, and maintaining accurate records.

Key Responsibilities
  • Facilitate daily download, update, and reconciliation of accounts, cost basis, and run various reports.
  • Aid in maintenance of monitoring and processing operational workflows such as strategy changes, restrictions, new account setup.
  • Work with Cabot's Wealth Advisors, tax advisors, and custodian partners to process various aspects of client service such as preparation of client paperwork, money transfers, and other administrative tasks.
  • Cross train as backup for building, executing, and allocating trades according to portfolio management instructions.
  • Responsible for front-end functions including manning phones, fielding incoming calls to assist clients with questions or requests.
  • Provide consistent and professional high-level service to our HNW clients.
  • Support in-house tax team on an as-needed basis.
  • Assist marketing efforts on an as-needed basis.
  • Provide ongoing support to our operations and client services team.
Requirements
  • Bachelor's degree in finance or similar field, with proven academic achievement.
  • Prior hands-on experience in the financial services industry (2+ years full-time).
  • General knowledge of financial securities, markets, transactions, and terms required, along with ability to apply this knowledge to accomplish primary responsibilities.
  • Prior operations, client services experience preferred.
  • Experience using Axys, Salesforce, and Charles Schwab custodial platform preferred.
  • Strong organizational skills and attention to detail.
  • Demonstrated outstanding communication, interpersonal, and problem-solving skills.
  • Strong proficiency in all Microsoft Office programs with Advanced experience in Excel.
  • Positive attitude and professional demeanor.
  • Ability to prioritize duties.
  • Attention to detail with the ability to multitask in a fast-paced environment.
What We Offer

Cabot Wealth Management offers a competitive salary and benefits package, as well as opportunities for professional growth and development.



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