Client Service Operations Associate

5 days ago


Cincinnati, Ohio, United States ASPIRIANT LLC Full time

At Aspiriant, a leading independent wealth management firm, we're seeking a highly skilled Client Service Operations Associate to join our team. This role is an exciting opportunity for a motivated individual to contribute to the success of our organization.

Job Overview

The ideal candidate will have excellent communication and organizational skills, with a strong attention to detail. As a key member of our Client Service Operations team, you will be responsible for processing financial transactions, reconciliations, and reporting. If you're passionate about delivering exceptional client service and thrive in a fast-paced environment, this may be the perfect fit for you.

Key Responsibilities:
  • Process financial transactions, including deposits, withdrawals, and transfers
  • Conduct daily reconciliations to ensure accuracy and completeness
  • Prepare and deliver quarterly performance reports to clients
  • Collaborate with internal teams to resolve complex issues and improve processes
  • Stay up-to-date on industry developments and best practices to enhance knowledge and skills
Requirements:
  • Bachelor's degree in business, accounting, finance, or related field (or equivalent experience)
  • Previous experience in financial services or investment management (highly desired)
  • Excellent communication, organizational, and analytical skills
  • Able to work independently and collaboratively as part of a team
  • Strong attention to detail and ability to meet deadlines
Benefits:
  • Competitive salary: $60,000 - $80,000 per year
  • Flexible work arrangements to support work-life balance
  • Ongoing training and professional development opportunities
  • Collaborative and dynamic work environment
About Us

Aspiriant is a registered investment adviser and a 100% employee-owned firm. We're committed to providing exceptional client service and fostering a culture of innovation, diversity, and inclusion. If you share our values and are passionate about delivering outstanding results, we encourage you to apply for this exciting opportunity.



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