Summary

The Client Service Associate acts as a liaison between the client, portfolio manager, custodian and the operations department.

This is a hybrid role, 3 days in office and 2 days remote. 

Responsibilities

• Respond and resolve client requests/inquires on a timely basis.
• Monitor new accounts, set-up, closing accounts, and transfers.
• Oversee and review account performance, cash outflows and inflows.
• Monitor asset allocation, cash balance, overdrafts, and investments.
• Responsible for upkeep of client's permanent file.
• Research performance issues.
• Cash management.
• Run daily, weekly, monthly reports.
• Prepare and follow up for client meetings.

Qualifications

• Bachelor's degree, preferably in business, finance or economics.
• 2 years of industry experience, preferably with prior Private Wealth end-client exposure; CFA candidates preferred.
• Must be detail oriented, possess strong organizational skills and work well under pressured time constraints while meeting strict deadlines.
• Must be able to work well with all levels of management, possess good interpersonal skills, work independently and prioritize while handling several tasks at once.
• Ability to communicate and perform in pressured situations in an efficient and professional manner.
• Must demonstrate an ability and eagerness to learn about the financial industry as well as the particular philosophies and investment strategies of the company.
• Must possess a curiosity for learning and improving upon all aspects of the position including technological and organizational strategies.
• Prior experience with Black Diamond, Money Guide Pro and/or Schwab Institutional products is a plus.
• Must be proficient in Microsoft office applications, including Word and Excel.