Relomote
PA

Operations Associate - Client Services

Parallel AdvisorsCustomer Support
Salary
$50K–$72K
Hiring from
United States
Work type
Hybrid
Posted
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Job Description:

The Operations Associate will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams.

This role is based in our Dallas office. Parallel Advisors operates on a three-day, in-office hybrid work schedule.

Duties and Responsibilities

  • Optimize the client experience as it relates to operations and service in order to drive high satisfaction, quality, and efficiency for both the client and Parallel.
  • Manage operational needs of our clients during the onboarding process, such as account opening and account transfers.
  • Serve as a resource to multiple financial advisors in onboarding client relationships to Parallel.
  • Lead or participate in cross-functional group projects to improve quality and efficiency within the teams.

    • Required Skills and Abilities

  • Operational knowledge in four key areas: new accounts, cashiering, transfer of accounts, and account maintenance.
  • Strong organizational, analytical, communication, and interpersonal skills.
  • Ability to work effectively in a fast-paced and deadline-oriented environment. Capability to manage multiple demands and competing priorities.
  • Excellent written and verbal communication skills.
  • Broker/Dealer platform experience a plus.
  • CRM Experience, specifically Salesforce, a plus.

    • Qualifications

  • Very strong attention to detail and problem solver.
  • Effectively able to solve puzzles and operate within ambiguity.
  • Savvy with technology, especially as it pertains to data entry and systems maintenance.
  • Deadline oriented and highly organized.
  • Ability to work effectively and independently in a fast-paced environment.
  • Ability to be proactive
  • CRM experience (Salesforce preferred).
  • Bachelor’s Degree or equivalent work experience
  • Two (2) to five (5) years of experience in financial services
  • Experience working at an RIA preferred
    • Company: Parallel Advisors, LLC
    - Parallel Advisors is a fast-growing, independent, Registered Investment Advisory firm. We are headquartered in San Francisco, CA and have offices in Arizona, Colorado, Hawaii, Michigan, Ohio, and Texas.
    - To enhance our clients’ futures, we seek to know where they are today and where they want to be tomorrow. That means understanding not only their assets, such as concentrated stock holdings, real estate, and earning potential but also their aspirations, including all of their future financial goals.
    - With this information in-hand, we chart, assess, and evaluate different scenarios based upon their unique objectives, risk tolerances, and time horizons. From this insight, we build a financial framework from which all our recommendations – including savings directives, insurance requirements, and investment strategies – flow. This framework provides a repeatable, measurable way to make objective decisions as to how to allocate their assets now and into their future.
    - We offer our clients an open array of investment solutions, fee-based, and independent of any proprietary platforms.
    - At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience.
    - Parallel Advisors, LLC is an Equal Opportunity Employer.

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