In our fast-paced environment, this key role will work closely with Advisor teams, the Operations team, the Technology Platform team, and our Business Intelligence team.

Primary Responsibilities:

• Acting as the first response to inquiries from Advisors and their teams related to the firm’s Client Relationship Management (CRM) system.
• Assisting with training firm personnel on the CRM tools and functionality, including preparation of recorded content to be used in digital training courses.
• Processing user access update requests in the firm’s CRM.
• Processing user access requests and troubleshooting inquiries for the Firm’s document repository system.
• Assisting with data analysis and cleanup projects associated with the firm’s CRM and portfolio management systems.
• Work as a part of a team to continue the enhancement of our technology stack to be client and user friendly.
• Assist in projects related to onboarding new advisors/firms onto the Choreo platform as required.
• Support other systems/process as needed on the Platform Management team.

Qualifications:

• Bachelor’s Degree in Finance, Accounting or other related concentration
• 3-5 years of experience in Investment Management/Financial Services industry in an operations-focused role
• An independent self-starter mentality and natural curiosity for learning about new technology and industry tools.
• Above average proficiency in Microsoft Office Products
• Knowledge or familiarity with CRM software, cloud-based storage, and portfolio accounting systems is a plus
• High attention to detail and accuracy while meeting deadlines
• Strong analytical skills
• Strong Communication skills