Moss Adams - Portland, OR
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 internal teams to ensure timely completion of client requests and to enhance the overall client onboarding process. 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 accurate 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 phases. 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 and execute quarterly billing processes. Building and maintaining client onboarding and offboarding processes will be essential, as will creating and maintaining Standard Operating Procedure documents. Training new employees on systems and processes will also be part of your responsibilities, ensuring that the team operates efficiently and effectively.