Moss Adams - Tacoma, WA
posted 3 months ago
At Moss Adams, we champion authenticity, fostering a culture of talented individuals who care about our clients, communities, and each other. As a Client Operations Specialist within the Private Clients Advisory (PCA) practice, you will be part of a fast-paced centralized team dedicated to creating a seamless client experience. This role involves collaborating with custodians and other internal teams to ensure timely and accurate completion of client requests. The ideal candidate is self-motivated, proactive, and results-focused, embodying the values of collaboration, critical thinking, emotional intelligence, and a growth mindset. In this position, you will prepare, research, review, submit, and execute client account paperwork and supporting documents. You will interact with various custodians and fund companies, serving as the primary point of contact throughout the client account setup and ongoing maintenance processes. Your analytical skills will be crucial as you assess client situations and make recommendations for onboarding new clients or addressing complex client needs. You will also be responsible for maintaining data in client reporting systems and resolving client reporting requests through effective collaboration. Additionally, you will work closely with the Compliance team to uphold client safety requirements, execute quarterly billing processes, and build and maintain client onboarding and offboarding processes. Your attention to detail will be essential as you create and maintain Standard Operating Procedure documents and conduct training for new employees on systems and processes. This role offers an opportunity to grow as a leader while contributing to the mission of empowering others to embrace opportunity.