Job Description
Overview
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Job Summary
The Operations Associate will be joining a fast-growing Registered Investment Advisor firm with a culture of entrepreneurship, education, and collaboration. The Associate will assist in the implementation of new client accounts and the ongoing servicing of existing clients. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams. This is a hybrid role (3x/week in person) based out of our San Francisco Office.
Primary Duties and Responsibilities
- Optimize the client experience as it relates to operations and service in order to drive high satisfaction, quality, and efficiency for both the client and Parallel.
- Manage all aspects of our clients’ op...
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