Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Services Associate to their Independent Registered Investment Team at Advus Financial Partners in their Winter Park, FL office. 

Job Summary:

As a Client Services Associate you assist the Client Services Manager in supporting the firm’s advisors and the firm’s clients.

Essential Functions:

Client Operations Assistance

• Assist in the establishment and maintenance of client investment accounts.
• Assist in the fulfillment of client requests for information about their accounts.
• Work with investment custodians to ensure the smooth operation of client accounts.
• Maintain accurate client data in the firm database(s).
• Assist in the development and maintenance of the client Investment Policy Statement.
• Assist in cashiering functions, including the processing of wires, checks, EFT/ACH transactions, deposits and security transfers.

Client Reporting Assistance 

• Assist in transmitting securities trades to the investment brokerage firms.
• Maintain client account data in the firm’s portfolio accounting and performance reporting system.
• Run quarterly and on demand investment reports as needed.
• Assist in data input into the portfolio accounting system when necessary.

General Consultant and Office Support 

• Provide general consultant and office support as needed.

Minimum Qualifications: 

• Strong Outlook and MS Office skills.
• Excellent communication, organizational, critical thinking and time management skills.
• The ability to think beyond the task at hand and create structure to effectively deliver service at a larger scale.
• The proven aptitude to successfully collaborate with other team members to provide the optimal experience for clients.

Preferred Qualifications:

• Associate degree or higher.
• A minimum of 2 years of experience in the financial services industry.
• Experience with the Black Diamond performance reporting system.
• Experience with Salesforce.