What are the responsibilities and job description for the Senior Operations Associate - BridgePort position at Cambridge Investment Research, Inc.?
Overview
About Us:
At BridgePort Financial Services, we believe that financial success is built on trust, understanding, and personalized guidance. Our mission is to provide tailored financial strategies that align with our clients’ unique goals, values, and life circumstances. By combining deep expertise with cutting-edge technology, we create customized solutions that support every stage of our clients’ financial journey. As a family office, we offer a full suite of services, including financial planning, wealth management, tax services, retirement planning, and socially responsible investing. Our team is dedicated to delivering thoughtful, forward-looking advice that empowers clients to make informed decisions with confidence. We don’t just manage wealth—we build lasting relationships. Through education, collaboration, and a commitment to excellence, we help our clients navigate the complexities of finance, ensuring they feel secure in their future.
Job Summary: BridgePort Financial Services is seeking an experienced and driven Senior Operations Associate to join our dynamic team. This role is vital in supporting our front-office service team by improving workflows, supporting trading and operations, conducting daily system audits, and ensuring seamless coordination with custodians and software providers. If you’re a problem-solver with a passion for process improvement and delivering exceptional client service, this is your opportunity to shine!
Essential Duties
Optimize Operations: Enhance workflows and daily processes to create efficient, positive experiences for both internal and external stakeholders.
Master Technology: Expand your knowledge of Orion financial software and other tools to improve operational excellence.
Ensure Compliance: Understand and communicate policies and procedures from custodians like Charles Schwab, Fidelity, and Pershing to ensure regulatory alignment.
Lead Strategic Initiatives: Collaborate on strategic objectives, execute projects, and drive deliverables that boost efficiency and business outcomes.
Perform Audits: Conduct regular audits in Orion and other web-based systems, keeping data accurate and up-to-date.
Deliver Client Excellence: Actively participate in the service team, handling account requests, transactions, and trade reconciliations with precision and care.
Foster Collaboration: Share best practices, problem-solve, and build effective communication channels with colleagues, clients, and business partners.
Represent with Professionalism: Interact courteously with clients and advisors, whether by phone, email, or in person, ensuring BridgePort’s reputation for exceptional service.
Education & Experience
The ideal candidate would have an intermediate level of experience, typically 4 years in an operations support roles, preferably in financial services or a related field.
Preferred Skills
What You Bring:
About Us:
At BridgePort Financial Services, we believe that financial success is built on trust, understanding, and personalized guidance. Our mission is to provide tailored financial strategies that align with our clients’ unique goals, values, and life circumstances. By combining deep expertise with cutting-edge technology, we create customized solutions that support every stage of our clients’ financial journey. As a family office, we offer a full suite of services, including financial planning, wealth management, tax services, retirement planning, and socially responsible investing. Our team is dedicated to delivering thoughtful, forward-looking advice that empowers clients to make informed decisions with confidence. We don’t just manage wealth—we build lasting relationships. Through education, collaboration, and a commitment to excellence, we help our clients navigate the complexities of finance, ensuring they feel secure in their future.
Job Summary: BridgePort Financial Services is seeking an experienced and driven Senior Operations Associate to join our dynamic team. This role is vital in supporting our front-office service team by improving workflows, supporting trading and operations, conducting daily system audits, and ensuring seamless coordination with custodians and software providers. If you’re a problem-solver with a passion for process improvement and delivering exceptional client service, this is your opportunity to shine!
Essential Duties
Optimize Operations: Enhance workflows and daily processes to create efficient, positive experiences for both internal and external stakeholders.
Master Technology: Expand your knowledge of Orion financial software and other tools to improve operational excellence.
Ensure Compliance: Understand and communicate policies and procedures from custodians like Charles Schwab, Fidelity, and Pershing to ensure regulatory alignment.
Lead Strategic Initiatives: Collaborate on strategic objectives, execute projects, and drive deliverables that boost efficiency and business outcomes.
Perform Audits: Conduct regular audits in Orion and other web-based systems, keeping data accurate and up-to-date.
Deliver Client Excellence: Actively participate in the service team, handling account requests, transactions, and trade reconciliations with precision and care.
Foster Collaboration: Share best practices, problem-solve, and build effective communication channels with colleagues, clients, and business partners.
Represent with Professionalism: Interact courteously with clients and advisors, whether by phone, email, or in person, ensuring BridgePort’s reputation for exceptional service.
Education & Experience
The ideal candidate would have an intermediate level of experience, typically 4 years in an operations support roles, preferably in financial services or a related field.
Preferred Skills
What You Bring:
- Strong knowledge of the financial services industry, with experience in RIA operations highly preferred.
- Experience providing client-facing support to financial advisors by addressing inquiries, resolving issues, and delivering exceptional service to ensure a seamless experience for advisors and their clients.
- Proven ability to manage daily operations, execute trades, and reconcile accounts in a high-paced environment.
- Hands-on experience with Orion financial software or similar systems, with a commitment to learning and growing technical expertise.
- Familiarity with custodian policies and procedures, including Charles Schwab, Fidelity, and Pershing.
- Exceptional communication skills, problem-solving abilities, and a collaborative mindset.
- A proactive attitude with a focus on continuous improvement and delivering high-quality results.
Salary : $60,000 - $70,000
