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Eyecare Partners — Bloomfield Hills, Michigan
Azimuth Capital Management (ACM) is an investment management and advisory firm headquartered in Bloomfield Hills, MI. Our team is comprised of individuals with a unique set of talents, all with an intense orientation towards unparalleled customer service and providing valued advice to our clients. Azimuth Capital Management is dedicated to serving clients in establishing and achieving their financial goals.
0 billion of client assets under management. , a firm comprised of more than 60 premier firms with more than $500 billion of assets under management. This position requires you to be on-site 5 days a week.
Responsibilities
: The candidate will work specifically with the firm’s operations team along with the rest of the Azimuth team to support the firm’s internal operations functions and client service
of the individual in this role will include: Participation in the client/account onboarding process, including preparation and processing of documentation, coordination with clients, account custodians, and other team members, and setup within internal management systems Participation in the firm processes involving the movement of client funds or assets Direct interaction with firm clients, other professionals and custodian personnel to meet client needs and attend to client-related matters Employ and enhance firm systems and workflows to prepare and complete tasks Assistance with identification, investigation and resolution of account reconciliation issues Working with senior management and other team professionals on internal reporting or matters associated with processes, policies and procedures Supporting other related firm operations functions as needed, including client service, business development, and compliance Contributing to special projects involving new systems assessment and implementation, development or enhancement of workflow processes, and other strategic initiatives
Requirements
The role will include specifically assigned duties as well as a number of assignments that arise as issues or opportunities are encountered by the firm. The candidate’s role is expected to involve several of the firm’s operations and client service functions. The candidate will also assist the Azimuth team in addressing special client-driven questions or issues.
We are looking for a professional that is willing and able to grow and develop to become a key member of our operations team.
Strong verbal and written communication skills as appropriate to successfully perform role
, Advent Axys/Moxy, Black Diamond, Satuit CRM, FactSet, custodian and workflow systems) a plus This position is an exempt position.
Qualifications
: College degree required; other industry-related
or designations a plus 5+ years’ experience in similar operations-associated role Specific experience with client on-boarding, cashiering and/or account billing a plus Strong quantitative and analytical thinking skills consistent with role
Base Pay Range
for this role is expected to be between $80,000-$90,000 base salary
Compensation
range.