Operations Representative

3 days ago


Red Bank, New Jersey, United States SkyView Investment Advisors Full time
About SkyView Investment Advisors

SkyView Investment Advisors is a leading SEC-registered investment advisory firm with over $5B in assets under management. Founded in 2009, the firm has established itself as a trusted partner for institutions, family offices, and wealth managers seeking customized investment solutions.

Job Description

We are seeking an experienced Client Service Operations Representative to join our team. The successful candidate will be responsible for providing exceptional client service, ensuring seamless account opening and maintenance, and facilitating transactions with custodial service teams.

Key Responsibilities
  • Act as the primary point of contact for operations, both internally and externally with clients
  • Onboard new accounts and ensure compliance with AML/KYC, legal, and regulatory requirements
  • Manage fund subscriptions, redemptions, and capital calls
  • Facilitate transactions and complete paperwork for new accounts, transfers, and routine maintenance
  • Collaborate with custodial service teams to ensure efficient and accurate processing
Requirements
  • Strong communication and client service skills
  • Undergraduate degree
  • Minimum 3 years of experience in operations or client service
  • Experience working with custodial platforms, such as Charles Schwab
  • Attention to detail and accuracy in work
  • Ability to work on-site at least 3 days a week
What We Offer
  • Competitive salary and benefits package, including health, dental, vision, and 401k


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