Client Operations Associate

Overview

Capital Creek Partners is a growing multi-family office and investment advisory firm. We provide comprehensive investment advisory and family office services to individuals, families and their related entities. Our solutions are tailored for each family with a goal to preserve and grow their wealth.

We are seeking a client operations associate to join our operations team. The role can be based in Austin, Houston, or San Antonio.

A successful candidate for this role is a service-oriented professional who prefers a “jack-of-all-trades” approach and is comfortable as a self-starter with limited guidance.

• Work closely with advisors and clients to review portfolios, prepare client reports, and execute all actions needed in client accounts
• Prepare regular client meeting materials and performance reports and be able to review with clients
• Understand each client’s account and be able to execute trades and wires, or set up new accounts as needed.
• Help manage the Addepar environment, including adding and updating client records, investments, and attributes
• Solve reporting or performance inconsistencies through your understanding of performance calculations and your ability to review multiple data sets
• Understand the onboarding process and be able to onboard new family office clients
• Comfortably complete subscription documents on behalf of our clients
• Work with clients and their advisors to help provide guidance on estate and tax-planning advice
• Review processes and constantly seek efficiencies and improvements
• Assist our operations team and investment team as needed
• Serve our clients

• Bachelor’s Degree from Accredited University, preferably with a degree in business
• 3-5 yrs experience at bank or other financial institution
• An advanced understanding of investment performance calculations and reporting systems
• Highly organized with an extreme attention to detail
• High emotional intelligence and trustworthiness with intellectual curiosity
• Strong time management skills with the ability to handle high volumes, a quick pace, and multiple concurrent assignments
• Ability to think and operate independently with limited guidance
• Positive attitude with a ‘no task too big or too small’ mentality; a desire to help and serve
• Ability to handle sensitive matters with the utmost discretion and confidentiality
• Capability to learn new (and complex) systems quickly

• You are a part of an innovative and collaborative team that will both support and challenge you
• You will earn a competitive salary with discretionary bonus
• Fully-paid healthcare, vision, and dental benefits for you and your family
• Company sponsored 401(k) match, plus opportunity to participate in investments
• Company paid investment into annual Private Markets All-Access Fund
• Exposure to various asset classes, and some of the top-tier firms in the investment world
• Fast-paced environment where proactive self-starters who want to take on more responsibility can thrive
• Work with a high degree of ownership, responsibility, growth, and exposure

If interested, please submit your resume to