Client Operations Specialist

$62,000 - $85,000/Yr

Moss Adams - Portland, OR

Full-time - Entry Level

Portland, OR

Professional, Scientific, and Technical Services

About the position

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.

Responsibilities

• Prepare, research, review, submit and execute accurate client account paperwork and supporting documents.
• Interact with various custodians and fund companies to ensure timely completion of client requests.
• Analyze client situations and make recommendations regarding the best approach to onboard new clients or handle complex client situations.
• Serve as the primary point of contact with key custodians and fund companies, helping with all phases of client account set up and ongoing maintenance.
• Enter and maintain data in client reporting systems for liquid and illiquid asset reporting.
• Research, follow-up and resolve client reporting requests through effective collaboration with internal and external teams.
• Work in tandem with the Compliance team to uphold client safety requirements in all aspects of client operations.
• Prepare for and execute Quarterly Billing processes.
• Build and maintain client onboarding & offboarding processes to include input and maintenance of client data in multiple systems with high attention to detail.
• Create and maintain Standard Operating Procedure documents.
• Conduct systems/process training for new employees and provide training on new processes as needed.

Requirements

• Bachelor's degree or equivalent experience required.
• Minimum of 1 year of experience required. Client Service, Administrative, or Operations experience preferred.
• Experience with Microsoft Dynamics CRM, Laserfiche, Tamarac, Addepar, Private Investments and SharePoint preferred.
• Strong analytical and problem-solving skills.
• Demonstrates excellent organizational, problem solving and communication skills in a highly collaborative team environment.
• Detail-oriented with strong prioritization and project management skills to drive progress of projects; ability to handle multiple projects and tasks simultaneously while maintaining quality work.
• Ability to think creatively, highly driven and self-motivated.
• Ability to handle sensitive situations and confidential information with discretion.
• Adaptable to a changing environment; champions change and influences others to change.
• Ability to collaborate and work effectively across functions/departments/teams while building trusted relationships and positively influencing others.
• Ability to use resources efficiently, meet deadlines, and keep others informed of work plans and progress toward goals.

Nice-to-haves

• Experience with client onboarding processes.
• Familiarity with compliance regulations and procedures.

Benefits

• Annual discretionary bonus eligibility.
• Comprehensive health insurance coverage.
• 401(k) retirement savings plan with company matching contributions.
• Paid time off and holidays.
• Professional development opportunities.
• Flexible work arrangements.