Client Operations Specialist

Summary

This position provides support to the Portfolio Administrator and Operation teams to process

transactions, maintain account data, monitor transfers, and other operational administrative duties.

Essential Functions

• Work with a team of Portfolio Administrators and Operations professionals to provide
• administrative support to meet client day-to-day service needs
• Process cash and security related requests, pay bills and process gifts on behalf of clients
• Process tax payments on behalf of clients
• Process client maintenance updates such as address changes and account updates
• Track client requests and maintain client data in CRM
• Monitor cash positions and overdrafts
• Assist with client-related requests, sorting and processing mail, meeting preparation, etc.
• Provide backup to portfolio administrators

Qualifications & Educational Requirements

• Bachelor’s degree and/or a minimum of 2 years of experience
• Ability to manage multiple tasks to meet deadlines
• Ability to work independently and collaboratively
• Strong organizational skills with great attention to detail
• Proficiency in MS Office products is required (Word, Outlook, Excel)
• Prior experience in any of the following services is required: Financial services or accounting firm

Other Responsibilities

• Howland Capital will train the right candidate on all our software systems, however
• experience with any of the following is a plus: Tamarac, Microsoft Dynamics CRM
• Assist with special projects as directed
• This role requires the ability to work with multiple system vendors

Benefits

• Howland Capital Management offers a competitive compensation and benefits package, including health care, dental, vision, long-and short-term disability, profit sharing plan, 401k matching program, firm paid commuter benefit and tuition assistance.
• There is a flexible work environment with the ability to work remotely for some portion of the work schedule.
• Howland Capital Management is committed to recruiting, hiring, developing and promoting financial service professionals and other employees without regard to age, race, color, religion, sex, national origin, military and protected veteran status, sexual orientation, gender identity or expression, transgender status, or disability. As a firm, we value contributions of all employees, and do not tolerate harassment or discrimination of any type.

Salary Range

$47,000 – $62,000