Client Operations Specialist
2 weeks ago
About Gresham Partners, LLC: Established in 1997, Gresham Partners, LLC is a prominent investment and wealth management firm based in Chicago, managing assets for a select group of ultra-high-net-worth families nationwide. The firm is recognized for its independent perspective, strategic investment methodologies, and impressive performance outcomes.
Position Overview: We are in search of a self-driven and operationally focused individual to join our Client Operations Team. This team is responsible for monitoring client holdings and transactions, reconciling portfolio data, processing activities with custodians, and facilitating reporting.
Core Responsibilities:
- Monthly Reconciliation: Involves the integration and validation of data from various sources, both manual and automated, on a monthly basis.
- Information Management: Ensure proper setup of ACD feeds, portal access, and physical statements. Oversee communication traffic to and from the firm.
- Reporting Duties: Develop and sustain all internal client reports, addressing requests for new reports and modifications as needed. Conduct quality assurance checks on reports prior to client distribution.
Key Responsibilities Include:
- Execute and maintain a comprehensive checklist, including procedures for monthly and quarterly reporting.
- Conduct research and data analysis; address inquiries regarding reports, variances, and discrepancies.
- Reconcile Advent APX data feeds and ensure all values are accurate on a monthly basis.
- Organize and archive account statements for compliance purposes.
- Input account statements that cannot be received electronically.
- Document production challenges and collaborate with service providers to resolve issues.
- Oversee the client database: manage client and account setup, as well as position and transaction details.
- Create and maintain exceptions for data reconciliations and alerts.
Qualifications:
- Bachelor's degree or equivalent experience is required.
- Experience in financial services, banking, or a related field is highly preferred.
- Familiarity with Advent APX or similar enterprise portfolio accounting systems is advantageous.
- Proficiency in Microsoft Office suite; experience with Adobe Acrobat and Microsoft SharePoint is desirable.
- Strong customer service orientation, confidentiality, and a sense of urgency.
- Excellent verbal and written communication skills.
- High energy, self-motivated, and capable of working independently as well as collaboratively with diverse personalities.
- Must be eligible to work in the U.S.; Gresham Partners is unable to sponsor visas for this role.
Benefits:
- Comprehensive Medical, Dental & Vision plans (including HSA and FSA options)
- Employer-Paid Life Insurance
- Employer-Paid Short-Term Disability
- Employer-Paid Parental Leave (12 weeks)
- Optional Life Insurance, Long-Term Disability, and Spousal & Child Life Insurance
- 401(k) plan
- Flexible Work Schedules
- 15 Vacation Days, 5 Sick Days, and 1 Floating Holiday
- Education Reimbursement Programs
Physical Requirements: The physical demands outlined here are representative of those that must be met by an employee to successfully perform the duties of this position.
Employees must be able to:
- Remain stationary for extended periods while typing and/or reading at a computer.
- Navigate an office environment throughout the workday.
- Communicate effectively with colleagues and clients via telephone and in person.
- Process transactions using a computer.
- Sustain mental and visual attention for reasonable durations.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role.
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