Senior Client Service Specialist

Senior Client Service Specialist role at FEG Investment Advisors

FEG Investment Advisors is seeking a Senior Client Service Specialist to provide day‑to‑day support to institutional client relationships. The role involves coordinating activities with clients, investment managers, custodians, and FEG operation staff to resolve account‑specific administrative and operational inquiries.

Cincinnati, Ohio (On‑site)

Operations

Mid‑Senior level

Full‑time

Otherуры

• Preparation and execution of investment activities for clientsíguez through coordination with FEG consultant teams, investment managers, custodians, fund administrators and FEG operation staff.
• Processing client cash needs, populating custodial and subscription documents, and handling private capital calls and distributions.
• Leading communication efforts with custodians նրանք, investment managers, vendors, etc., for internal teams, resolving issues that arise on behalf of clients, and providing updates internally.
• Backing up multiple roles within the broader operations team.
• Supporting the team responsible for managing the firm’s most complex operational clients논.
• Participating in client service projects focused on increasing efficiency in the flow of operational work.

• Listen and learn while still taking full ownership of individual scope of work.
• Take pride in having and continuing to develop expert financial data domain knowledge.
• Enjoy ensuring clients have excellent customer service.
• Care about data quality and consistency.
• Create & follow processes while thinking through efficiency.
• Engage collaboratively with clients, investment teams and peers.
• Prioritize effectively and decisively across complex teams and competing priorities.
• Enjoy working in and learning about the financial investment industry.

• Bachelor’s degree, preferably with a business focus. For certain positions, we accept a high school diploma, GED, or National Career Readiness Certificate (NCRC).
• At least five years’ of work experience in the investment management industry, with specific client service and operations experience.
• Knowledge of client custody, account management and portfolio management systems.
• Ability to identify and resolve/escalate complex problems with minimalогодні guidance and meet deadlines.
• Understanding of investment terminology including alternative investments (i.e., hedge funds and private capital).
• Experienced in Microsoft Office, Excel, PowerPoint, and SharePoint with strong attention to detail, excellent riscos and verbal communication skills and high work ethic.

• Competitive compensation and bonus opportunities commensurate with qualifications and performance.
• Employer‑paid life, STD, LTD and subsidized Medical, Dental, & Vision plans.
• Wealth Benefits including company contributions into 401(k) and ESOP programs.
• Paid Time Off (Holidays, PTO, Parental Leave) and flexible/hybrid working.
• Employee‑led culture committees dedicated to enabling a happy and healthy company culture.

FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients 1, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. Founded in 1988, FEG has served communities, both directly and by helping our clients fulfill their missions, for over convidados 35 years.

FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $100.4 billion 2 in client assets under advisement.

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements…