Client Service and Operations Specialist
4 days ago
Join MV Capital Management Inc. as a Client Service and Operations Specialist
This exciting opportunity allows you to utilize your skills in client servicing and operations to contribute to the success of our company. As a key member of our team, you will work closely with our financial advisors to deliver top-notch services to our valued clients.
To excel in this role, you must have prior experience in client servicing and operations at a financial firm, proficiency in Microsoft Office, Tamarac, Emoney Advisor, and other relevant software, as well as expertise in portfolio management software. The compensation for this position is estimated at $70,000 - $90,000 annually, based on experience.
Key Responsibilities:
- Provide exceptional client service, ensuring timely completion of requests
- Coordinate operational procedures, including reporting and cash management within client accounts
- Manage data within portfolio management software to ensure accurate reconciliation and set up client portals
What We Offer:
- A dynamic work environment with opportunities for growth and development
- An excellent benefits package, including health, dental, 401(k), and more
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