Operations Systems Specialist

The role of Operations Systems Specialist at Clearwater Capital Partners is a dynamic role that manages and maintains the firm’s CRM operating system and provides baseline internal technical support, as well as provide operational support to the firm’s financial advisors and clients. As a Registered Investment Advisor (RIA), Clearwater Capital Partners has enjoyed significant growth since its founding in 2006. As the client base and team have grown, the need for an Operations Systems Specialist is required.

Position responsibilities include, but are not limited to, the following:

CRM Duties and Responsibilities:

  • General system/program management.

  • Optimize utilization of the CRM.

  • Develop and modify CRM best practices and workflows as needed.

  • Automate business development workflows.

  • Create custom reports for executive or administrative needs.

  • Manage CRM integrations to 3rd party platforms.

Technical Support Duties and Responsibilities:

  • Complete IT related tasks (e.g. manage single sign-on, troubleshoot access and system inquiries).

  • Escalate advanced incidents and requests to our IT administrator and work with them to find solutions as needed.

  • Assist in procuring and setting up laptops and monitors.

  • Provide programming and move/add/change support for office phones.

  • Provide effective and proactive communication of problems/issues that impact the business (e.g. outages).

  • Maintain equipment/programs used for client and interoffice meetings.

  • Provide full life cycle management of all incidents, requests, and problems including troubleshooting research, investigation, and resolution.

  • Be a participating member of the firm’s Cyber Security team.

Operational Duties and Responsibilities:

  • Prepare and complete account opening paperwork.

  • Link and maintain client accounts in the firm’s systems.

  • Perform regular account maintenance (e.g., Name/address changes, beneficiary information, reporting statements, trustee, etc.).

  • Assist clients with transaction requests (move money, deposit checks, and complete wire requests).

  • Open and service pledged accounts.

  • Work with custodians to ensure successful receipt of ACAT and Non-ACAT transfers.

  • Communicate with clients, custodians, and other vendors.

CRM-Specific Skills:

  • Ability to learn software and databases (Tamarac CRM).

  • Advanced knowledge in building various queries.

  • Able to manage mass upload/download capabilities across various client segments.

  • Ability to create custom fields & dashboards.

  • Ability to manage CRM integrations to outside platforms.

  • Working knowledge of CRM business development workflows.

  • Working knowledge of CRM marketing lists/campaigns.

  • Working knowledge of family units within CRM.

Other Skills:

  • Highly proficient in Excel, and other Microsoft Suite applications.

  • Strong problem solving and decision-making ability.

  • Ability to manage multiple tasks and priorities simultaneously.

  • Excellent communication skills, both written and oral.

  • Strong interpersonal and relationship-building skills.

  • Highly organized with strong attention to detail.

  • Ability to collaborate with a team and work independently.

Minimum Requirements:

  • Bachelor’s degree.

  • At least 2 years of experience providing IT technical support.

  • Microsoft Dynamic “365 CRM Fundamentals” Certification, or Microsoft Dynamics experience and acquire certification within the first 90 days of employment.

Reflect Firm Values:

  • Ethics, Integrity, Loyalty, Execution, Excellence, Education, Energy, and Generosity.

  • Reinforce a Culture of Compliance.

We Offer:

  • Competitive compensation package with bonus opportunities.

  • Comprehensive benefits package including medical and life insurance, long/short term disability.

  • 401(k) plan with company match.

  • Equity ownership plan.

  • Paid vacation, holidays, personal, and sick leave.

  • Education funding benefits.

For consideration, please email your cover letter & resume to: careers@ccpwealth.com

In the email subject, please write: “Operations Systems Specialist – your name.”

We will contact you for follow-up as may be appropriate.

EQUAL EMPLOYMENT AND HARASSMENT POLICY

CCP is proud to provide equal opportunity in employment to all associates and applicants for employment. No person is or will be discriminated against because of perceived race, color, ancestry, gender, sexual orientation, gender identity, results of genetic testing, religion, age, national origin, disability, veteran or marital status, or any other legally protected group status. Equal employment opportunity applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training.