Company Description
Headquartered in Houston, Texas with additional branch offices in Dallas, TX Austin, TX, Georgetown, TX, New York, NY and Andover, MA - U.S. Capital Advisors ("USCA") is an integrated financial services boutique with primary business lines in Wealth Management and Capital Markets. USCA's Wealth Management division provides a full range of advisory services and solutions to high-net-worth individuals and family offices. US Capital Advisors invests time, talent, and resources in its skilled and knowledgeable team and promotes a service-focused culture to provide clients and team members with outstanding experience.
Role Description
This is a full-time for an Operations Associate, with a specialized focus on fee billing. The Operations Associate will play a crucial role in ensuring the accuracy and efficiency of our client fee billing process. This individual will be responsible for understanding our tech stack and managing all aspects of fee billing, from generating quarterly debits and refunds with custodians and reconciling accounts to addressing inquiries and resolving discrepancies. The ideal candidate will possess strong analytical skills, exceptional attention to detail, and a commitment to delivering outstanding service to our Advisors and clients.
Role Responsibilities
Qualifications
U.S. Capital Wealth Advisors, LLC
05/06/2024
Houston,TX