Analyst, Client Operations

Summary

Gratus Capital is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Our mission is to provide customized, hands-on financial advice and unrivaled service that together provide exceptional value to our clients. As one of the leading organic growth firms in the country, Gratus has been named the No. 4 RIA firm in the U.S. and No. 1 in the Southeast byForbes and Shook Research on the list of the Top 100 RIA Firms.

The Client Operations Analyst focuses on the day-to-day execution of the firm’s back-office operational functions with specific attention in the areas of alternative investments administration, project management support, portfolio accounting, trade and asset value reconciliation, basic reporting, and process optimization. The Client Operations Analyst is expected to be the internal subject matter expert (SME) for Salesforce and DocuSign.

Overall Responsibilities

• Develop and maintain the CRM system by ensuring data integrity through regular audits, building workflows, processes, and dashboards, managing tool integrations, and overseeing the rollout of enhancements.
• Train teams on custom-built visibility dashboards and enhanced process workflows.
• Provide administrative support for Gratus’ alternative investments platform including but not limited to:
• Submit and track subscription documents and custodial forms
• Work with fund advisors and fund operations administrators on executing client subscriptions
• Update alternative investments reporting.
• Facilitate fund transfer process with client, fund, and custodian
• Manage manual security snapshots
• Manage all terminations and retitles
• Support daily operational tasks such as new client account setup, ongoing account maintenance, client terminations, and reconciliation.
• Manage client operations and cross-functional alignment projects.
• Prepare and distribute internal reports and client quarterly reports
• Create and analyze ad hoc reports
• Liaise with technology vendors as needed.
  
  

Qualifications

• Bachelor's degree required
• Minimum 3 years of operations and/or service experience in the financial services industry; RIA experience preferred
• Experience with relevant technology such as Salesforce CRM, Tamarac, and custodian platforms
• Intermediate to advanced proficiency in Microsoft Office Suite
• Excellent interpersonal, verbal, and written communication skills
• Ability to work well in teams and in fast-paced, cross-collaborative environments
• Confidence to think analytically and deliver solutions to complex challenges
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm
  
  

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