Apella Capital is hiring a Senior Client Relationship & Operations Specialist.
Apella Capital (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets and looking for an experienced client service and operations professional who has a passion for helping clients in our Lenox office, located in Western Massachusetts.
Apella is headquartered in CT with offices across the country including MA, RI, NY, TN, TX, GA, CA, OR and WA. As Apella continues to grow it offers clients, employees and advisors a unique experience by taking a team approach to offering the highest quality of service. We get to know our clients very well and use that knowledge to create customized financial, investment and tax plans, and manage their investments.
Responsibilities
The Senior Client Relationship & Operations Specialist will:
- Provide operational support and analysis to a team of Financial Advisors and Planners.
- Provide a high level of service to our firm’s clients.
- Become a subject matter expert on various internal platforms (Orion Advisor and RedTail CRM) as well as investment account custodians.
- Reconcile data across platforms and provide accurate reporting to Advisors and clients.
- Monitor and report on asset allocation deviations, levels of cash, and necessary rebalancing of portfolios.
- High level of analysis as it pertains to financial planning, tax planning, and investment management.
- Maintain organized files and records.
- Plan and/or attend meetings as requested by the Advisors.
- Assist with projects and duties as needed.
Requirements
- 3-5 years’ finance or investment industry experience.
- Bachelor’s degree preferred.
- General understanding of tax principles as they relate to investments.
- Knowledge of investment products and custodial accounts.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook); Internet and CRM software.
- Advanced Microsoft Excel analysis.
- Excellent written and oral communication skills; strong listening skills; professional demeanor.
- Strong organizational, prioritization, and project management skills.
- Ability to multi-task and manage time effectively in a fast-paced environment.
- Ability to work independently and as part of a team.
- Ability to learn and adapt quickly to multiple technology platforms.
Apella Capital, LLC an affiliate of Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission. Apella Capital offers competitive salaries and benefits to full time employees (30 hours per week or more) that include Medical, Dental, Life Insurance, Short and Long Term Disability, 401k, Vision, Medical and Dependent Care Flexible Spending Accounts, Voluntary Life Insurance, Paid Time Off, Education Assistance and the opportunity to work in an exciting, fast paced environment.
2022-0113
