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