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- Tasks: Manage client account operations, including new accounts, trading support, and client service.
- Company: GROW Wealth Partners is a top financial services firm focused on tailored investment solutions.
- Benefits: Enjoy competitive salary, medical benefits, hybrid remote work, and professional development opportunities.
- Why this job: Join a dynamic team in a company voted one of CNY's Best Places to Work for three years.
- Qualifications: 2+ years in investment operations; strong analytical skills; proficiency in financial systems required.
- Other info: Equal opportunity employer committed to diversity and inclusion.
The predicted salary is between 49000 - 68000 £ per year.
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About Us:
GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. We specialize in financial planning, wealth management and retirement distribution and pride ourselves on fostering a collaborative and innovative culture.
About Us:
GROW Wealth Partners is a leading financial services firm dedicated to delivering tailored investment solutions and superior client experiences. We specialize in financial planning, wealth management and retirement distribution and pride ourselves on fostering a collaborative and innovative culture.
GROW Wealth Partners is partnered with Northwestern Mutual as it is a leading financial services company that provides financial planning services, life insurance, disability insurance, and long-term care insurance. Established in 1857, it is known for its mutual company structure, prioritizing policyholders over shareholders. With a strong emphasis on personalized financial strategies, the company combines expert advisors with digital tools to help clients achieve financial security and long-term growth.
GROW Wealth Partners also partners with Northwestern Mutual’s Private Client Group (PCG). PCG represents an elite community for advisors and firms that have the experience, expertise and tools to tailor advisory strategies and deliver best-in-class outcomes for clients.
Please learn more about us at https://www.growwealthpartners.com/.
Role Overview:
We are seeking a skilled, motivated, and experienced Investment Operations Associate to join our team. The successful candidate will be responsible for managing critical aspects of client account operations, including new account opening, portfolio trading support, client service, and asset movement processing. This role requires excellent organizational skills, a client-first mindset, and the ability to thrive in a fast-paced environment.
Key Responsibilities:
New Account Opening:
- Facilitate the setup of new client accounts, ensuring accuracy and compliance with regulatory and company standards
- Collect and verify required documentation, ensuring adherence to KYC/AML guidelines
- Serve as a liaison between clients, advisors, and custodians to address inquiries and resolve issues related to account setup
Portfolio Trading Support:
- Coordinate and process portfolio trades, ensuring timely and accurate execution
- Monitor trade settlements and address discrepancies or trade breaks promptly
- Work closely with portfolio managers and trading desks to ensure efficient workflows
Client Service:
- Provide top-tier client support by addressing inquiries related to accounts, trades, and other operational matters
- Collaborate with advisors and internal teams to deliver seamless client experiences
- Troubleshoot and resolve client issues efficiently, maintaining professionalism at all times
Asset Movement:
- Process and monitor asset transfers, contributions, withdrawals, and wires with precision
- Ensure all asset movement transactions comply with internal policies and external regulations
- Proactively communicate with stakeholders to ensure transparency and accuracy in asset movement activities
Qualifications:
- 2+ years of experience in investment operations, financial services, or a similar role
- Strong understanding of financial products, trading processes, and account operations
- Excellent analytical, problem-solving, and organizational skills
- Proficiency in financial systems and tools (e.g., custodial platforms, trading systems, and CRM software)
- Exceptional communication skills, with the ability to work collaboratively across teams
- Must be able to pass a basic background screening for the securities industry
Preferred Certification Requirements, but required post-employment:
- Securities Industry Essentials (SIE) certification required
- Series 6/7 and Series 63 or 66 certifications required
- Life, Accident, and Health Insurance certification
- Bachelor’s Degree in Finance, Economics, Business, or a related field is preferred
Why Join Us?
- Opportunity to work with a dynamic and experienced team of professionals
- Opportunity to work for a firm that has been voted one of CNY\’s Best Places to Work for the last 3 years
- Competitive salary and potential performance-based bonuses
- Medical Benefits include access to Infertility Treatments; Family Planning & Family Assistance; Mental Health Care; Pain Management Program; Hearing Aids; Non-Emergency Care when Traveling outside the US along with discounts to Fitness Programs as well as health and wellness products and services
- Comprehensive benefits package, including health insurance and retirement plans
- Profit sharing 401(k) opportunities
- Commitment to professional development and growth opportunities
- Opportunities for community/volunteer service and company matches of donations
- Hybrid remote policy
Application Process:
Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and career achievements. Applications will be reviewed on a rolling basis.
GROW Wealth Partners is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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Operations Associate employer: GROW Wealth Partners
Contact Detail:
GROW Wealth Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Associate
✨Tip Number 1
Familiarise yourself with GROW Wealth Partners and their partnership with Northwestern Mutual. Understanding their services and client approach will help you tailor your conversations during interviews, showcasing your genuine interest in their operations.
✨Tip Number 2
Brush up on your knowledge of KYC/AML guidelines and financial products. Being well-versed in these areas will not only boost your confidence but also demonstrate your readiness to handle the responsibilities of the Operations Associate role.
✨Tip Number 3
Network with current or former employees of GROW Wealth Partners on platforms like LinkedIn. Engaging with them can provide valuable insights into the company culture and expectations, which can be a game-changer in your application process.
✨Tip Number 4
Prepare for potential scenario-based questions that may arise during interviews. Think about how you would handle specific operational challenges, as this will showcase your problem-solving skills and ability to thrive in a fast-paced environment.
We think you need these skills to ace Operations Associate
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of the Operations Associate position. Highlight your relevant experience in investment operations and client service in your application.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job description. Emphasise your organisational skills, problem-solving abilities, and any relevant certifications you hold.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also demonstrates your enthusiasm for the role and the company. Mention specific aspects of GROW Wealth Partners that resonate with you.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Operations Associate role.
How to prepare for a job interview at GROW Wealth Partners
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products and services that GROW Wealth Partners offers. Familiarise yourself with terms related to investment operations, trading processes, and account management to demonstrate your expertise during the interview.
✨Showcase Your Organisational Skills
As an Operations Associate, you'll need excellent organisational skills. Prepare examples from your past experience where you've successfully managed multiple tasks or projects simultaneously, highlighting your ability to thrive in a fast-paced environment.
✨Prepare for Client Scenarios
Expect questions about client service scenarios. Think of times when you've resolved client issues or improved their experience. Be ready to discuss how you would handle specific situations related to account setup or portfolio trading support.
✨Ask Insightful Questions
At the end of the interview, ask thoughtful questions about the company culture, team dynamics, and growth opportunities within GROW Wealth Partners. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
