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Client Operations Analyst at NextCapital

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Employer: NextCapital

Expires: 06/01/2020

ABOUT USNextCapital is the leader in enterprise digital advice. NextCapital partners with world-class institutions to deliver personalized planning and managed accounts to individual investors, whether they’re saving for retirement in a 401(k) or IRA or investing in a taxable brokerage account. Our open-architecture digital advice solution provides better outcomes for our partners and individual investors by offering integrated account aggregation, analytics, planning and portfolio management, and customizable advice methodology and fiduciary roles.Learn more about NextCapital at OUR TEAMWe’re seeking a Client Operations Analyst to support senior investment professionals in the management and oversight of the firm’s investment management process. The individual fulfilling this position will assist the Service Delivery team in monitoring transactions and advice; support operations, sales and client efforts; coordinate with the portfolio management and Technology groups to ensure quality of the investment processes and client experience.WHAT YOU’LL DOWork with custodial services team to service account issuesProcess account paperwork for new and existing clientsAssist in the design and creation of specifications for processes, tests, and tools to support and scale the portfolio management and service functionsRespond to client and advisory partners needs/requests in a timely and professional mannerPrepare client statements/tax reports/invoicesHelp develop processes to ensure quality and efficiency in servicing clientsKeep client operation processes up to date with features/services offered by custodial partnersAct as key liaison with firm’s portfolio administration software teamAssist in compliance related activitiesOther projects as assignedWHO WE’RE LOOKING FORYou have a BA/BS with strong analytical and quantitative skills.You have 1-2 years experience in the financial services industry.You are Proficient with tools of the trade, including Excel, Portfolio Accounting System(s) (PAS), Customer Relationship Management (CRM) systems, Registered Investment Advisor (RIA) operations and custodial portals such as Pershing NetX360 or TDAmeritrade VEO.You understand portfolio theory and financial instruments.You have a basic understanding of ERISA retirement plans structures and features.You are comfortable and thrive in a fast-paced, entrepreneurial environment.You demonstrate strong interpersonal skills, while being team-oriented and collaborative.You are well organized, analytical, and detail-oriented.You possess excellent communication, customer service, and problem solving skills.WHERE THIS ROLE MAY LEAD YOUBecome a primary service contact for our Retail partnersLead a team of analysts in the servicing of managed accountsTake ownership of a product area to drive informed strategy and architecture decisionsWHY YOU’LL LOVE ITDisrupt the financial advice industry by bringing affordable, easy to use financial tools to millions of peopleSee your work move into production quickly, and avoid the bureaucracy that slows down larger companiesReceive great benefits like stock options, employer 401(k) match, and employer contributions to health, dental and vision coverageEnjoy a laid back work environment surrounded by top quality designers & engineers that enjoy working with each otherGet in on the ground floor of a growth stage company where you can have a real impact on the company’s futureParticipate in company-sponsored cornhole leagues, Thursday After Hours (cards, video games, treats), fantasy football leagues, hackathons and other fun events.Enjoy a newly built out office on Michigan Avenue with unobstructed views of the lake and Millennium Park.Sip locally roasted coffee, iced tea, cold brew, or espresso at your modular sitting/standing desk.