Client Service Associate - Institutional

Client Service Associate - Institutional

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This role is part of the overall level of service and communication provided to clients, Consultants, custodian firms and money managers, working on the clients’ behalf to help them achieve their investment goals, no matter how big or small. The position assumes responsibility for supporting the firm’s Institutional Investment Consultants in the areas of account administration, client servicing, trading, and consulting projects.

$65,000.00/yr - $90,000.00/yr

• Act as a liaison between custodians and clients by maintaining client records and authorized signers, managing recurring distributions, opening accounts, preparing Standing Letters of Authorization, etc.
• Assist clients or Consultants with processing and facilitating money movements, including wires, electronic funds transfers, journals, DTC (Depository Transfer Check) of securities, ACAT (Automated Customer Account Transfer) and non-ACAT transfers in a timely manner while abiding by the Company’s Compliance policies
• Draft investment trade paperwork on behalf of clients as it relates to Mutual Funds, Alternative Assets, Separately Managed Accounts, etc. in accordance with the Company’s Compliance policies
• Support clients in completing paperwork for Hedge Fund and Private Equity subscription agreements in accordance with the Company’s Compliance policies
• Uphold superior client service standards by providing timely follow-up, proactive communication and by being a knowledgeable resource for clients and colleagues
• Conduct outreach to build and maintain strong relationships with our client‑base and identify firm services and solutions, such as digital, online access and cash management offerings, that support our clients’ needs
• Sustain effective communication with firm colleagues from other departments by maintaining and updating client records and activities in the CRM, shared folders and process workflows
• Collaborate with peers on accomplishing operational and administrative duties; running reports, responding to general client requests, etc.
• Support Institutional Consultants with daily business practices including portfolio administration, client audit requests, telephone coverage, coordination of client meetings and special projects

• Bachelor’s Degree or relevant work experience
• 1-3 Years in Investment Consulting or Financial Industry Experience
• Proficiency in Microsoft Suite
• Broad investment knowledge including experience with mutual funds, investment managers, 401(k) and/or Defined Benefit Plan administrative procedures preferred
• Basic understanding of cash flow objectives
• Previous CRM, Advent Axys, Adobe and custodial portal experience is a plus
• Thoughtful ability to establish rapport and build relationships.
• Exceptional communication in a public setting with notable writing and presentation skills.
• Adaptability when priorities shift and able to work independently.
• Sound judgment and problem‑solving skills.
• Innovative, curious, and enthusiastic.
• Detail‑oriented with a high level of accuracy and organization.
• Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging.
• This role may travel up to 5% of the time for training and or business/events.
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities…