Client Services Associate

* This position is based out of our Fort Myers, FL office and is eligible for a hybrid schedule after successful completion of the probationary period.*

The Client Services Associate assists existing clients and investment sponsors through processes related to self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments. Plays a key role in the investment onboarding process.

• Manage the team e-mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team.
• Participation in the client service queues including verbal verification, online access, Team and general dial 0 queues.
• Participation in Client Service chats.
• Take the lead on owning follow-up verbal calls initiated through the CS chat groups.
• As needed, manage process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments.
• Assist Client Services Specialists with processing of overflow transactions as needed including distributions, non-cash asset ins and outs, additional investments/capital calls, and in-kinds.
• Follow processes and procedures to ensure communication with clients and third parties is efficient and current.
• Special projects assigned as needed.
• Assist in the clean-up of data on various reports including aging, accounts set to be closed, cases, tasks, follow-ups needed to clients and sponsors.
• Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive on follow up and client needs.
• Perform other duties as assigned.

• 1-3 years of experience in a service-oriented or sales assistant role.
• Experience in Accounting, Finance, or Administration is preferred.
• Bachelor’s degree in Finance or related field preferred, not required.

To be successful in this role, you should have experience with and an understanding of the following:

• Proficient in Microsoft Office Suite.

Our core values are our foundation and the guiding principles we embody to support Equity’s mission. Together, our values spell EPIC - because that’s what we strive to be for our clients and stakeholders every day.

• Excellence - Our standard.
• Passion - In everything we do.
• Integrity - Without compromise.
• Collaboration - Stronger together.

We are looking for team members who embody these values in their daily work and interactions.

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.