About Fort Point Capital Partners LLC

Fort Point Capital Partners LLC is a wealth advisory firm, servicing individuals, families, and institutional clients, with assets under management of approximately $1.5 billion.

As a client service operations associate, you will interact daily with clients, advisors, and service providers to ensure the needs of the clients and firm are met.

Key responsibilities may include, but are not limited to:

Facilitating paperwork and cashiering transactions with custodial accounts and private investments
Setting up and maintaining client accounts and portfolios on our performance reporting platform
Collaborating with advisors to ensure client data is complete and accurate
Generating quarterly client reports for the advisors to review performance data with clients
Analyzing fund performance data to ensure data integrity and accuracy
Managing the office supplies and scheduling client reviews for advisors

You may be a good fit for this position if you:

Have a diligent personal standard of care for accuracy and attention to detail
Can work both independently, and as part of a larger team, seeking support when needed
Can communicate effectively with multiple interested parties, keeping all updated on key time frames and important deadlines
Can comfortably change course on workflow (flexibility) and prioritize workload as fits
Are comfortable taking initiative and suggesting new ideas, processes, improvements, etc.

Qualifications:

Bachelor’s degree or equivalent
0-3 years of financial services firm experience
Advanced Microsoft Office skills with an emphasis on Excel
Experience working with multiple custodians and private investments
Experience with performance reporting systems (Addepar) and CRM (Salesforce) a plus

Compensation/Benefits:

Competitive base salary and bonus
Full individual healthcare and dental coverage
Hybrid work schedule (3 days in the office)
15 days paid time off (increases with tenure)
Participation in company’s 401(k) after 1 year of service with generous firm contributions (3-5% of compensation)
Gym membership stipend
Commuter benefits

Fort Point Capital Partners

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Client Service Operations Associate