Operations AssociateThe Bahnsen Group

Job Summary

This is a unique opportunity to provide operational support to advisors and clients alike. You will be the advisor’s right-hand person to help clients reach their financial goals. The position is an in-office role out of The Bahnsen Group’s new Palm Beach office, opening in July 2024. 

  • Prepare and process paperwork for new accounts, account transfers, account maintenance, withdrawals and required minimum distributions
  • Monitor and confirm transactions in client accounts to ensure timely and accurate completion
  • Liaison between the custodian and client
  • Client service and communications
  • Go-to person for advisors and clients
  • Client hospitality and service
  • Building and facilities liaison
  • Service to team members in the Palm Beach office and managing office phone line
  • Administrative experience
  • Strong organizational skills
  • Experience working in customer service
  • Ability to drive high performance in a fast-paced environment
  • Attention to detail
  • Excellent written and oral communication skills
  • College degree recommended
  • Organizational Skills1 - 10 years
  • Customer Service1 - 10 years
Nice to Have
  • Administrative Support1 - 10 years
About Us

The Bahnsen Group is a private wealth management firm with offices in eight locations around the country (Newport Beach, CA; New York City; Nashville, TN; Minneapolis, MN; Bend, OR; Austin, TX; Phoenix, AZ; Palm Beach, FL) and 60 employees. The firm manages over $5.0 billion of client capital and is widely recognized as one of the leading firms in the industry, consistently ranked as a top advisor by Barron’s, Forbes, and the Financial Times. The company was founded in 2015 as a defection out of Morgan Stanley, where company founder, David Bahnsen, was a leading advisor and Managing Director. Since that inception, the company has grown at over +25% per year for eight years running and added a Tax Services department, Risk Department, a comprehensive Family Office offering, and a fully professionalized platform delivering best-in-class client experience. The company is consistently ranked as one of the top companies to work for in Orange County, California, and has created an exceptional culture for its employees to participate in the fulfillment of its success.

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