Financial Services Representative/Operations Manager
2 weeks ago
About the Company: Oak & Shepherd Wealth Management, LLC is a boutique client-focused financial services firm dedicated to delivering tailored financial planning and wealth management.
About the Role: The Financial Services Representative will play a pivotal role in ensuring a seamless and efficient client experience, primarily focusing on onboarding new clients, processing documentation, and maintaining the ongoing servicing needs of our existing clients.
Key Responsibilities:
- Client Onboarding: Coordinate and manage the client onboarding process, ensuring all necessary documentation is accurately completed and submitted.
- Document Processing: Handle all client-related documentation, including account maintenance, transaction requests, and compliance forms, ensuring accuracy and adherence to regulatory requirements.
- Client Servicing: Serve as a primary point of contact for servicing existing clients, addressing their ongoing service needs such as account updates, portfolio inquiries, and general support.
- Operational Support: Assist with the implementation of new processes and systems to improve operational efficiency.
Requirements:
- Bachelor's degree in Finance, Business Administration, or a related field preferred.
- 2+ years of experience in financial services, client servicing, or administrative roles.
- Strong organizational skills with a keen attention to detail.
- Proficiency in RedTail CRM, RedTail Imaging, NetX360, Envestnet, and DocuPace are a plus.
- Excellent communication and interpersonal skills, with a client-first mindset.
Compensation and Benefits: Base salary range: $45k to $70k, up to 20% in additional compensation tied to performance-based bonus package. For the right candidate, hybrid or fully remote work available. Opportunities for professional growth and continuing education. Collaborative and supportive work environment.
Equal Opportunity Statement: Oak & Shepherd Wealth Management is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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Crozet, Virginia, United States Oak & Shepherd Wealth Management, LLC Full time{"title": "Financial Services Representative/Operations Manager", "description": "About the RoleThe Financial Services Representative will play a pivotal role in ensuring a seamless and efficient client experience, primarily focusing on onboarding new clients, processing documentation, and maintaining the ongoing servicing needs of our existing...
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