Client Service Associate

Theprimary role is to provide client service management support to ourclients and operational support to advisor teams. The ideal candidateis able to work with financial advisors and our custodians with theimplementation of new client accounts, trade execution, liquiditymanagement and ongoing maintenance of existing clients.

Responsibilities

• Work* closely with financial advisors to support their clients

• Manage* cash balances and daily asset transfers in accounts

• Plan* and manage new account onboarding process including SMA and* alternative investments

• Execute,* process and reconcile trading and other investment related* transactions

• Closely* monitor custodian platforms for alerts and NIGOs that impact client* accounts

• Develop* a strong relationship with custodians to provide extraordinary* client service

• Learn* and master the firm’s client reporting software, Addepar. Utilize* this technology to conduct performance reporting for Advisors, and* to run ad-hoc data analysis for team members.

• Serve* as a liaison between third party managers, custodians, and financial* advisors during the on-boarding of new funds.

• Serve* as a key liaison to other operational areas supporting the Business

• Ensuring* that all KYC standards and met and materials are organized in a* consistent manner.

• Demonstrate* a poised skillset in project management to ensure clear* communication and task execution while pursuing the given deadlines

• Leverage* your operational background and experience to contribute to a* growing business

Requirements

PersonalQualities

• Team-oriented,* respectful, high integrity, humility

• Self-starter,* with ability to follow direction and offer perspective on new* initiatives

• Detail* focused with excellent organization skills and the ability to* multi-task

• Excellent* written, oral and listening communication skills

• Comfortable* working in a fast-paced and deadline focused environment

Skills/Qualifications

• BA/BS* degree required

• 2-3* years of relevant experience - Schwab and Fidelity custodian experience is highly preferred

• Strong* interest in client service management

• Holds* confidence in hosting conference calls, creating meeting agendas,* and articulating meeting minutes with clients and business teams

• Ability* to navigate online custodian platforms, such as Schwab and Fidelity

• Demonstrates* a keen risk awareness and knowledge of when and how to escalate* potential issues

• Familiar* with industry standards and regulations to suggest new processes and* controls, where needed

• Series* certifications not required, but a plus

• Addepar* experience, a plus

• Highly* proficient with Microsoft Office

Benefits