Highland is a rapidly growing wealth management company that specializes in helping clients maximize their opportunities in money and life. As Wealth Confidants we use our financial muscle, culture of caring and connection, and proprietary training and tools for the purpose of helping clients connect their wealth to a life of meaning and purpose in order to experience the joy of thriving.
The Client Operations Associate role is intended to provide real, hands-on experience that will result in a foundational understanding of every aspect of the business. The primary role of the Operations Associate is to work with the Operations team to execute on the foundational elements of serving our clients, trading, account paperwork, data maintenance, and reporting.
A highly successful Associate is currently expected to expertly support the firm in ensuring our clients receive a consistently excellent experience and helping us scale without bureaucracy. This includes responsibility for performing the following job functions:
Job Functions:
- Timely execution of trade recommendations and analysis
- Custodial liaison for Schwab and Fidelity, including account paperwork and maintenance
- Creation and maintenance of data/reports that provide insight and contribute to a proactive client experience
- Communicate in a timely manner with clients and the team
- Client data organization, file maintenance, CRM maintenance
- Other projects and duties may be required
Requirements:
- 4-year degree (or substantial financial services experience)
- 0-3 years administrative experience in financial services
- Series 65 (or equivalent) or ability to obtain upon hire is preferred
- Proficiency in Microsoft Office
- Highly detailed and proactive while managing a large volume of tasks
- Team-first mentality
- Resourceful and a love for solving problems
Work Environment:
We are a highly relational, entrepreneurial, merit-based community. Our team is continually striving to raise the bar while collaborating with a servant's heart. Feasting, laughter, and toasts are always in style.