What are the responsibilities and job description for the Client Service/Operations Specialist position at Nadler Financial Group?
Do you want to wake up every day knowing that you consistently make a positive impact in peoples' lives? Do you want to work with an amazing group of clients and a wonderful team? Do you want a career in financial services but don't want to be fully client facing? If this resonates with you, please keep reading and consider applying.
Nadler Financial Group, Inc. is a rapidly growing and highly regarded independent wealth management firm in Deerfield, Illinois. We have been helping our clients meet their financial goals since 1999 and have grown to more than $1.9 billion in assets under management almost solely due to referrals from our existing clients. Our clients trust us and are excited to refer their friends and family to us because we place honesty and integrity above all else, and we have superior knowledge in all areas of financial planning and investment management. Our firm is known for forming long-lasting relationships with a wonderful group of clients including business owners, physicians, working professionals, and multiple generations of the same family. We are looking for a highly motivated, detail-oriented person, with a passion for client service to join our team of smart, dynamic individuals who enjoy making a noticeable positive impact in clients' lives.
Position Overview: This position is responsible for providing exceptional financial services operational support to the firm's clients and wealth managers. Focus will be directed toward the following broad categories: working directly with the firm's wealth managers and clients to deliver outstanding client service; providing operational and relationship management support to the firm's retirement plan clients; and being involved in firm-level committees, such as compliance. This position works with other members of the firm's operations team and reports to the Director of Operations.
Operations Manager
What You'll Be Doing
Nadler Financial Group, Inc. is a rapidly growing and highly regarded independent wealth management firm in Deerfield, Illinois. We have been helping our clients meet their financial goals since 1999 and have grown to more than $1.9 billion in assets under management almost solely due to referrals from our existing clients. Our clients trust us and are excited to refer their friends and family to us because we place honesty and integrity above all else, and we have superior knowledge in all areas of financial planning and investment management. Our firm is known for forming long-lasting relationships with a wonderful group of clients including business owners, physicians, working professionals, and multiple generations of the same family. We are looking for a highly motivated, detail-oriented person, with a passion for client service to join our team of smart, dynamic individuals who enjoy making a noticeable positive impact in clients' lives.
Position Overview: This position is responsible for providing exceptional financial services operational support to the firm's clients and wealth managers. Focus will be directed toward the following broad categories: working directly with the firm's wealth managers and clients to deliver outstanding client service; providing operational and relationship management support to the firm's retirement plan clients; and being involved in firm-level committees, such as compliance. This position works with other members of the firm's operations team and reports to the Director of Operations.
Operations Manager
What You'll Be Doing
- Establishing new accounts with custodians
- Processing transactions and account transfers
- Preparing proposals
- Creating performance and allocation reports
- Preparing presentations and reports
- Money movement
- Responding to incoming calls and emails from clients
- Coordinating complex estate transactions
- Firmwide projects
- Other duties as assigned
- Bachelor's degree from an accredited college or university
- Minimum of 5 years in the professional services industry, preferably in a RIA or legal environment
- Experience working with custodians, preferably Charles Schwab
- High level of organization, accuracy, and attention to detail
- Ability to multi-task and prioritize work in order to meet deadlines
- Exceptional oral and written communication skills
- Advanced Microsoft Office skills, specifically Excel
- Experience using AdvisorEngine CRM software or similar technology
- Experience using Black Diamond software or similar technology
- Knowledge of SEC and FINRA regulations and industry best practices