Capital Creek Partners Job Posting
CLIENT OPERATIONS ASSOCIATE | AUSTIN, TEXAS
Capital Creek Partners is a growing multi-family office and investment advisory firm. We provide comprehensive investment advisory and family office services to individuals, families, institutions, and endowments. Our solutions are tailored for each family with a goal to preserve and grow their wealth.
WHAT WE’RE LOOKING FOR:
We are seeking a client operations associate to join our operations team. The role can be based in Austin, Houston, or San Antonio. A successful candidate for this role is a service-oriented professional who prefers a “jack-of-all-trades” approach and is comfortable as a self-starter with limited guidance.
WHAT YOU’LL DO:
Work closely with advisors and clients to review portfolios, prepare client reports, and execute all actions needed in client accounts.
Prepare regular client meeting materials and performance reports and be able to review with clients.
Understand each client’s account and be able to execute trades and wires, or set up new accounts as needed.
Help manage the Addepar environment, including adding and updating client records, investments, and attributes.
Solve reporting or performance inconsistencies through your understanding of performance calculations and your ability to review multiple data sets.
Understand the onboarding process and be able to onboard new family office clients.
Comfortably complete subscription documents on behalf of our clients.
Work with clients and their advisors to help provide guidance on estate and tax-planning advice.
Review processes and constantly seek efficiencies and improvements.
Assist our operations team and investment team as needed.
Serve our clients.
WHAT YOU’LL BRING:
Bachelor’s Degree from Accredited University, preferably with a degree in business.
3-5 yrs experience at bank or other financial institution.
An advanced understanding of investment performance calculations and reporting systems.
Highly organized with an extreme attention to detail.
High emotional intelligence and trustworthiness with intellectual curiosity.
Strong time management skills with the ability to handle high volumes, a quick pace, and multiple concurrent assignments.
Ability to think and operate independently with limited guidance.
Positive attitude with a ‘no task too big or too small’ mentality; a desire to help and serve.
Ability to handle sensitive matters with the utmost discretion and confidentiality.
Capability to learn new (and complex) systems quickly.
THE PERKS
You are a part of an innovative and collaborative team that will both support and challenge you.
You will earn a competitive salary with discretionary bonus.
Fully-paid healthcare, vision, and dental benefits for you and your family.
Company sponsored 401(k) match, plus opportunity to participate in investments.
Company paid investment into annual Private Markets All-Access Fund.
Exposure to various asset classes, and some of the top-tier firms in the investment world.
Fast-paced environment where proactive self-starters who want to take on more responsibility can thrive.
Work with a high degree of ownership, responsibility, growth, and exposure.
If interested, please submit your resume to ops@capitalcreek.com.