Associate – Client Processing & Operations

Crow Holdings Capital – Investment Partners develops and maintains relationships with ultra-high net-worth Partner Families, advising them on ways to build and protect generational wealth while providing superior on-demand service. This is an operational role ensuring an exceptional client experience. In this role the Associate will provide operational support to the Partner Advisory Team while maintaining a high degree of confidentiality and urgency. Attention to detail, strong communication skills and a task driven approach are essential for success.

Responsibilities Include

  • Provide quality operational service to internal teams that support external Partner Family needs
  • Perform routine operational tasks including account opening, asset transfers and updating client accounts or company records
  • Accurately populate account and investment documentation in a timely manner
  • Manage cash transfers including daily and periodic wires, checks and ACH payments
  • Monitor and handle administrative client service issues and account exceptions
  • Review and maintain client, account and firm records including scanning and filing documents to the company’s standards and ensuring they are compliant and organized
  • Interact with reporting team to verify firm account records are in sync with custodian
  • Responsible for the quality and completion of own work
Job Info.
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Dallas, United States