Client Service Associate (for a Registered Investment Advisory, "RIA") Responsibilities Assist in client onboarding and associated paperwork processing - provide accurate document preparation and diligent processing of client forms and applications. Facilitate account opening and maintenance as well as private investment ("alternative investment") activity. Work directly with account custodians and investment platform providers as necessary. Contact clients to provide and obtain necessary and updated information. Ensure management systems complete with up-to-date client information. Be accountable for integrity of information. Respond as needed to client inquiries and assist in client correspondence. Contribute to the evolution and documentation of operations policies and procedures. Performs other duties as requested. The Opal Way Foster a relationship with clients wherever possible. Exhibit a positive, can-do attitude with inquisitive curiosity. Mitigate operational risks through controls and attention to details. Be proactive in identifying thematic issues as well as potential solutions. Interact with colleagues to collaborate and problem-solve. Prerequisites and Proficiencies High ethical standards. Team player mentality. Excellent interpersonal skills and a customer service approach to problem solving. Related experience and product knowledge a plus. Compensation based on experience. Familiarity with Schwab, Pershing/NetX360, Tamarac and Salesforce a plus. Strong organizational skills and the ability to manage, prioritize, work under pressure, and meet deadlines. Adherence to process and procedures. Ability to communicate clearly and concisely. Strong computer skills and comfort with Microsoft Excel. Ideal candidate will have an intellectual curiosity about the end-to-end infrastructure.

Benefit Conditions:

Only full-time employees eligible

Paid Training:

Yes Management:

Ops Manager Typical end time: 5PM Typical start time: 8

AM Work Remotely No Job Type:

Full-time Pay:

$70,000.00 - $85,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off

Education:

Bachelor's (Preferred)

Experience:

Client Onboarding/Account Opening:

1 year (Preferred)

Customer Service:

1 year (Preferred)

Work Location:

In person