Client Operations Associate

Who is StrategIQ® Financial Group, LLC?

StrategIQ is a nationwide investment adviser (RIA) registered with the Securities and Exchange Commission (SEC). We take a personalized, hands-on approach to wealth management where passion, integrity, and trust are at the core of what we do. We work with business owners, executives, managers & key employees, professionals, and corporate retirement plans (and their participants). We are an integrated team of talented multi-disciplinary professionals who collaborate like family to help our clients achieve financial success.

About the position.

The Client Operations Associate (COA) is a position for individuals who provide a high level of administration and customer support to our advisors and clients. Candidates will have proven skills in effectively managing tasks in a professional environment.

Qualities

  • Attention to detail and organization
  • Ability to multi-task
  • Demonstrate strong communication and personal skills
  • Effective and efficient time management
  • Ability to prioritize tasks and work in a deadline-driven environment
  • Polite and clear phone manner
  • Complete annual firm and regulatory compliance and ethics training
  • Work in a team atmosphere to complete department-related projects and goals
  • Business and formal attire required

Functional responsibilities

  • COA’s will begin their training in the operations department
  • Complete regular outreach to clients via phone and email
  • Obtain a strong understanding of internal technological platforms, such as contact management, reporting, and various custodial integrations.
  • Prepare and process client paperwork and handle client requests
  • Greet & welcome guests & clients in their assigned offices
  • Regularly attend internal and external training
  • Assist advisors and various departments in client or service-related projects

Education and experience: Requirements and preferences

  • Industry experience, such as banking, lending, legal, insurance, brokerage, RIA, and/or financial licenses are a plus
  • Associate's or Bachelor’s degree preferred
  • Strong computer skills with knowledge of Word & Excel

COA Snapshot

  • Reports to Client Service Supervisor
  • Comfortable working in a professional office setting
  • Strong personal skills
  • Ability to multi-task
  • Upon hire, candidates will enter a training program in the client service and operations department

 

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