Job Title

This is an exciting and challenging opportunity to partner with Portfolio Managers to support all aspects of client servicing and account maintenance for high-net-worth clients. The Operations Associate will perform the following duties:Private Wealth Trading and OperationsGenerate funds for cash withdrawal requests and invest cash depositsOrchestrate block trading requestsExecute and allocate bond trades Execute tax-loss harvesting requestsReconcile client accounts to custodian statementsRebalance new accounts to proper model portfolioProvide support during the account opening and funding process from beginning to successful completion Set-up and manage client data and accounts in firm databasesFollow-up on all ACAT and non-ACAT requests to ensure proper receipt of assets Review all client withdrawals, contributions, transfers, and account updatesAsset Management Trading and OperationsReview pending/active client accounts for all custodian brokersOpen new accounts and deposit cash/securities into accountsHandle Individual Account Requests: Deposits, Withdrawals, Terminations & LiquidationsEnsure all accounts are invested in respective Model Portfolio at proper allocationsOrchestrate block trading for our models Communicate with trade desks to ensure proper executionExecute tax-loss harvesting requestsReconcile client accounts to custodian statements and collect custodian statementsJob Qualifications The ideal candidate should have a bachelor's degree with a business background (i.e. finance, economics etc.) and excellence in academics. Candidates should have previous experience in brokerage, banking or investment management services. Proficiency in Word and Excel are required. Experience with Advent, Moxy, APL and other trading software is preferred.