Eaton Vance Senior Wealth Management Operations Specialist - Located in Boston or Orlando Area in Boston, Massachusetts
By joining Eaton Vance, you’ll become part of a company that has one of the best employee retention rates in the financial services industry. We offer competitive salaries, generous benefits, and tremendous opportunities for growth and development. If you do not see a position that fits your career objectives, please return to this site in the future as our hiring needs will change. We look forward to your becoming a part of our continued success!
Description and Basic Purpose:
The Senior Wealth Management Operations Specialist assists with the oversight of operational and technology support common to the Portfolio Management, Wealth Planning and Wealth Advisory Services teams. Responsibilities include working directly with Client Service Associates, Wealth Advisors, and Senior Management to execute and monitor operational activities for accounts of high net worth individuals, families and corporations.
Assist with the implementation of process improvements and technology implementations that are designed to enhance the client experience.
Monitor operational support for WaterOak clients, especially portfolio accounting and reconciliation of client assets, provided by the Investment Operations team and third-party vendors.
Serve as point of escalation to address and minimize issues that could have a negative impact on clients.
Review and ensure the accuracy of WaterOak AUM and client activity reporting used by management team.
Oversee the validation and timely collection of management fees for client accounts.
Perform quality control reviews of client transition activity.
Fulfill requests from Wealth Advisors and Senior Management for various custom reports.
Provide training on portfolio management systems to new employees.
Act as liaison to external custodians to stay informed of current operational requirements and best practices.
Work with internal investment technology teams to understand and benefit from ongoing firm-wide initiatives.
Understand and adhere to compliance policies and procedures.
Perform administrative tasks and special projects as required.
5+ years of operations and administration experience in a related industry.
Experience working with order management systems and client relationship management applications (CRM) preferred.
Track record of establishing policies and procedures to ensure best practices.
Excellent organizational and time management skills. Must be detail-oriented, accurate, and reliable.
Strong interpersonal and communication skills.
Proficiency in Microsoft Office applications.
Must be a proactive, self-motivated individual, with an excellent work ethic, and a strong ability to multi-task within a fast-paced environment.
This policy applies to Eaton Vance Corp. and all subsidiary companies (the “Company”).
The Company is an equal opportunity employer and is committed to providing a work environment that is free of discrimination and harassment. It does not discriminate against applicants or employees with respect to any terms or conditions of employment on account of race, color, religion, creed, national origin, ancestry, sex, sexual orientation, age, pregnancy, parenthood, physical or mental disability (actual or perceived), medical condition including genetic characteristics, marital status, citizenship status, military service, gender, gender identity or expression, registered domestic partner status, domestic violence victim status, status with regard to public assistance, or any other characteristic protected by applicable federal, state or local laws. Eaton Vance also prohibits discrimination based on the perception that a person has any of those characteristics or is associated with a person who has or is perceived as having any of those characteristics. This commitment applies to all persons involved in the operations of the Company, and prohibits unlawful discrimination by any employee of the Company, including supervisors and co-workers. All employment decisions shall be consistent with the principles of equal employment opportunity.
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Eaton Vance is a leader in pioneering innovative investment strategies that address investor needs amid changing market environments. As a company, we have long embraced six core values: integrity, professionalism, teamwork, client focus, creativity/adaptability and excellence. As a workplace, Eaton Vance offers its employees a quality work environment and a congenial, collaborative atmosphere.
The company is consistently ranked among the Top 100 Places to Work in Massachusetts by The Boston Globe.