Client Operations Associate

We’re Hiring: Client Operations Associate📍 Location: Phoenix, AZReady to Elevate Your Career?We are looking for a detail-oriented and highly organized Client Operations Associate (COA) to join our Phoenix office. This role is a critical member of the operations team, responsible for executing investment-related transactions, maintaining data integrity across systems, and ensuring operational excellence in support of client portfolios.The COA works closely with Wealth Advisors and Client Service Associates but is primarily focused on back-office execution, accuracy, and process management rather than direct client interaction.What We DoVersant is a multi-family office serving high-net-worth individuals and multi-generational families with a holistic approach. Our services go beyond traditional wealth management—we integrate investment management, tax and estate planning, and family office support to deliver a seamless client experience.What You’ll DoTransaction ExecutionExecute money movement, including wires, ACH transfers, journals, and transfersSubmit, track, and resolve account applications, transfers, and custodial requestsServe as the primary liaison with custodians to resolve operational issuesAccount Management & OnboardingOwn the operational side of client onboarding, including account setup and system integrationEnsure all documentation is complete, accurate, and compliant with firm proceduresMaintain and update client data across CRM, custodial, and reporting platformsOperational Accuracy & ControlsMaintain high standards for accuracy, timeliness, and documentationPerform reconciliations and identify/resolve data inconsistenciesEnsure all processes follow compliance policies and internal proceduresWhat We’re Looking ForIdeal Candidates Will Have:Bachelor’s degree in finance, business, accounting, or related field (or equivalent experience)2+ years of experience in operations, trading, or custodial roles within an RIA, family office, or financial services firmExperience with custodial platforms (e.g., Schwab, Pershing) and portfolio/reporting systems requiredSkills & Attributes:Strong attention to detail and commitment to accuracyProcess-driven with the ability to follow and improve workflowsStrong problem-solving skills; able to troubleshoot operational issuesAbility to manage multiple priorities in a fast-paced environmentSystems-oriented mindset with comfort working across multiple platformsSuccess in This Role:High accuracy and low error rates in transaction processingTimely execution of all operational requestsStrong documentation and audit readinessEffective coordination with advisors and internal teamsWhy VersantWe’re more than a multi-family office. We’re a team built on integrity, collaboration, and purpose. We believe in empowering both our clients and our people through a culture of trust, accountability, and growth.What You Can ExpectCompetitive salary based on experience and qualificationsDiscretionary bonuses and incentive compensationGenerous PTO and paid sick timePaid holidaysPaid health, dental, and vision insurancePaid short- and long-term disability insurancePaid parental leave401(k) and profit sharingTuition reimbursement for professional developmentMatching gift charitable donation programPaid covered parkingTeam retreats, professional events, and firm-sponsored outingsThis Is More Than a Job. It’s a Career with Purpose.If you’re ready to work with a high-performing team, we’d love to hear from you.Next StepsApply by sending your resume and cover letter to connected@versantcm.com📍 Location: Phoenix, AZ