Client Service |amp| Operations Associate

Job highlights
Identified by Google from the original job post
Qualifications
Diligent pursuit of investment and operating effectiveness and positive client outcomes
Intellectual curiosity, continuous learning, and professional development
A successful candidate must have high integrity and ability to consistently place the interests of clients first in judgment, decision making, and actions
Bachelor’s degree
More than two years of experience in client service, operations, or a related role within the financial services industry
Excellent communication and people skills
Attention to detail with a high level of accuracy in work
Desire to learn and improve
Ability to manage multiple tasks and meet deadlines
Strong understanding of operational processes
Proficiency with Microsoft Office, particularly Excel
Customer Focus
Team Collaboration
Adaptability
Initiative
Benefits
COMPENSATION
Compensation commensurate with experience and skill set
Base salary $50,000-$75,000
Annual performance bonus
Health, dental, life, and disability insurance
401k plan with annual company grant
Job Type: Full-time
Pay: $50,000.00 - $75,000.00 per year
Responsibilities
Successful team members have a strong work ethic, intellectual curiosity, collaboration and communication skills, effective autonomy, desire to learn new technology, and flexibility to assume various roles in a team-oriented environment
Augustine Asset Management seeks a motivated and detail-oriented Client Service & Operations Associate to provide exceptional support to clients and to execute operational tasks in the firm’s client, marketing, and business activities
The Associate plays a key role in maintaining high levels of client satisfaction and operational efficiency and will collaborate with the firm’s operations, investment, and client-facing professionals
The Associate will join a team that values:
Commitment to ethical business and fiduciary duty to clients
Collegiality, based on a shared work ethic, effective collaboration, and high professional standards
Compliance with regulatory requirements and internal policies
Maintain strong relationships with clients through proactive communication and support
Serve as the primary point of contact for clients to address inquiries, resolve issues, and provide updates on account activities
Assist clients with onboarding, account maintenance, and money movements
Ensure client requests and transactions are processed accurately and promptly
Execute operational tasks in the firm’s client, marketing, and business activities
Collaborate with colleagues to ensure accurate and timely transactions
Monitor and maintain data integrity in client accounts and internal systems
Identify and implement process improvements to enhance operational efficiency
Create and distribute periodic and ad-hoc reports to clients and to colleagues
Prepare information and presentation materials for the firm’s marketing activities
Maintain accurate and organized records of client interactions, transactions, and operational activities
Administration
Receive, triage, and respond to external communications
Prepare and organize client communications and meetings
Manage operational aspects of the firm’s office
Job description
Augustine Asset Management offers careers with professional development in a dynamic team that pursues continuous improvement. Successful team members have a strong work ethic, intellectual curiosity, collaboration and communication skills, effective autonomy, desire to learn new technology, and flexibility to assume various roles in a team-oriented environment.

Augustine Asset Management seeks a motivated and detail-oriented Client Service & Operations Associate to provide exceptional support to clients and to execute operational tasks in the firm’s client, marketing, and business activities. The Associate plays a key role in maintaining high levels of client satisfaction and operational efficiency and will collaborate with the firm’s operations, investment, and client-facing professionals.

COMPANY CULTURE

The Associate will join a team that values:
• Commitment to ethical business and fiduciary duty to clients.
• Diligent pursuit of investment and operating effectiveness and positive client outcomes.
• Intellectual curiosity, continuous learning, and professional development.
• Collegiality, based on a shared work ethic, effective collaboration, and high professional standards.
• Compliance with regulatory requirements and internal policies.

KEY RESPONSIBILITIES

Client Service
• Maintain strong relationships with clients through proactive communication and support.
• Serve as the primary point of contact for clients to address inquiries, resolve issues, and provide updates on account activities.
• Assist clients with onboarding, account maintenance, and money movements.
• Ensure client requests and transactions are processed accurately and promptly.

Operations
• Execute operational tasks in the firm’s client, marketing, and business activities.
• Collaborate with colleagues to ensure accurate and timely transactions.
• Monitor and maintain data integrity in client accounts and internal systems.
• Identify and implement process improvements to enhance operational efficiency.

Reporting
• Create and distribute periodic and ad-hoc reports to clients and to colleagues.
• Prepare information and presentation materials for the firm’s marketing activities.
• Maintain accurate and organized records of client interactions, transactions, and operational activities.

Administration
• Receive, triage, and respond to external communications.
• Prepare and organize client communications and meetings.
• Manage operational aspects of the firm’s office.

QUALIFICATIONS

A successful candidate must have high integrity and ability to consistently place the interests of clients first in judgment, decision making, and actions.
• Bachelor’s degree.
• More than two years of experience in client service, operations, or a related role within the financial services industry.
• Excellent communication and people skills.
• Attention to detail with a high level of accuracy in work.
• Desire to learn and improve.
• Ability to manage multiple tasks and meet deadlines.
• Strong understanding of operational processes.
• Proficiency with Microsoft Office, particularly Excel.
• Experience with CRM/ERP systems and financial software preferred.

COMPETENCIES
• Customer Focus
• Team Collaboration
• Adaptability
• Initiative

COMPENSATION
• Compensation commensurate with experience and skill set. Base salary $50,000-$75,000.
• Annual performance bonus.
• Health, dental, life, and disability insurance.
• 401k plan with annual company grant.

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Work Location: In person