Operations Manager

In these roles, you will play a vital part in managing high-net-worth client accounts, ensuring seamless financial operations, and delivering exceptional service. The ideal candidate is bilingual in Spanish and English, has a strong background in wealth management, and excels in handling complex financial transactions.Responsibilities:• Oversee and manage client accounts, ensuring accuracy and timeliness in all transactions.• Process money movements, including credit card transfers and account transactions, with precision.• Facilitate the setup and management of new client accounts while adhering to compliance standards.• Handle password resets and maintain secure access for client accounts.• Prepare and verify documentation, ensuring all reporting aligns with regulatory compliance.• Act as a liaison between clients and legal or financial teams, ensuring effective communication.• Provide support for estate and trust-related matters, offering tailored solutions.• Maintain strong relationships with high-net-worth clients by addressing their unique needs and concerns.• Collaborate with internal teams to enhance service delivery and operational efficiency.*Ensure compliance and manage W-8 forms processes*Expense and Regulatory coordination*Oversee and track trade blotter and ensure proper archivingIf you are interested in hearing more about this role, please call me Janet 786-393-4588 or email janet.silva@roberthalf.comQualificationsSeries 7 and 66 licensesProficiency with Microsoft OfficeStrong organizational and communication skillsStrong ability to multitaskComfort working with multiple groups within business