Associate, Business Operations
Mariner
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New York • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Process advisor requests in a timely manner; process all billing, journals, transfers, wires, EFTs, trades, account maintenance, update cost basis
- Prepping and processing all first and third-party money movement requests
- Prepare paperwork for client onboarding process and process submission of signed paperwork
- Maintain all custodial alerts to ensure client accounts are up to date with the appropriate information, trading strategies, margin, etc
- Running Wealthscape/Charles Schwab/Salesforce reports on a weekly basis to ensure all data is correct for quarterly Billing, margin accounts, strategy accounts, assigned fees
- Enter trades via Salesforce
- Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results
- Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.
- Perform other duties as assigned
Requirements
- High school diploma required; bachelor’s degree preferred
- Financial services experience or applicable internship experience
- Wealth management experience a plus
- Strong PC proficiency with MS Office Suite, CRM (Salesforce, Orion, etc.)
- Experience with WealthScape, Charles Schwab, and DocuSign are a plus
- Positive attitude to provide exceptional, proactive service
- Demonstrates ability to manage multiple tasks and maintain the necessary attention to detail
- Strong verbal and written communication skills are essential to effective team relationships
- Highly organized with strong analytical skills
- Able to work in a team environment
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
billingaccount maintenancecost basistradesmoney movementdata analysisfinancial controlsclient onboardingattention to detailanalytical skills
Soft skills
positive attitudeproactive serviceteamworkstrong communicationorganizational skillsmulti-tasking