Client Service & Operations Specialist

AlphaCore is a fast-growing, innovative wealth advisory firm. We build customized financial solutions for individuals and families. We deliver our recommendations in a customized format based upon our clients’ specific objectives and needs.We think differently. While traditional allocations to stocks, bonds and real estate are necessary to form a well-diversified portfolio, we believe alternative investments should be incorporated to deliver a sound investment strategy. Adding alternative investments, paired with thorough due diligence and research, can help provide proper diversification to insulate against market volatility.The DepartmentThe Client Services & Operations Team is responsible for providing client integration, account opening support and coordinating support with research, trading, and investment reporting, and reporting activities of the firm. The Client Service & Operations Specialist core mission is to ensure a smoothly operating environment and deliver high-quality client service to both internal and external customers.The Client Service & Operations Specialist purpose:Ensure outstanding service and customer satisfaction.Develop scalable processes and procedures to support company growth and maximize efficiency.Champion and embody the AlphaCore seven Core Values.The Client Service & Operations Specialist responsibilities include:Communicate with advisors to ensure that client service standards are met, apportioning workload, and continuously adjusting priorities and timelines to meet time constraints and deadlines.Assist in client onboarding and associated paperwork processing on multiple platforms.Monitor client account activity, facilitate client funds transfers, confirm accounts allocated, generate, and reconcile quarterly performance reporting.Coordinate with Compliance on applicable matters, such as recordkeeping, and periodic testing of applicable policies and procedures (i.e., advisory contracts, client billing and reporting).Management of multiple Outlook calendars for a variety of advisors, assist with coordination of meetings.Required:A true team player and strong department leaderHigh ethical standardsAble to coalesce Client Services and Operations so that the company experiences superior customer serviceMulti-tasker and flexible: Able to manage multiple tasks and projects simultaneously in a fast-paced environment, and adjust priorities for self and staff as neededExperience working with major custodians such as Schwab and/or FidelityEffective organizational, time management, resolution, and prioritization skillsExcellent interpersonal skills and a customer service approach to problem solvingAdept at process development, refinement, and optimizationStrong problem solving, analytical, and project management skillsExcellent written and oral communication skillsProficiency with Microsoft Excel and other Microsoft Office productsBachelor’s DegreeAt least 3 years of experience in the financial services industryExperience with Black Diamond, Salesforce, and iCapital PortalUnderstanding of alternative investment subscription documents and private placement memorandumsExperience at a Registered Investment Advisor (RIA) firmJob Type:

Full-timeSalary:

$80,000.00 – $95,000.00 per yearHealth insuranceLife insurancePaid time offPhysical setting:

OfficeSchedule:Monday to FridayAbility to commute/relocate:La Jolla, CA 92037: Reliably commute or planning to relocate before starting work (Preferred)Education:Bachelor’s (Preferred)Experience:Financial services industry: 3 years (Preferred)Registered Investment Advisor Firm: 2 years (Preferred)To inquire about any of our open positions, click below to send us an email.

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