Job Description
This is an on-site. There maybe some flexibility to work a hybrid model for the right type of candidate. Associate, Client Services We are looking for people with a passion for helping clients…. The successful candidate will serve as a vital member of the Client Services team, assisting the Client Portfolio Managers. Through experience, investment knowledge, and professional development, the entire team strives to provide our clients with a golden advisory relationship experience. Client Service Associate Responsibilities: • Execute a wide variety of client service processes including account opening, funding, and maintenance, third party advisor support, etc. • Develop a strong working relationship with designated Investment Professional(s) and their clients. • Field client calls, handling client questions at the point of contact where applicable, and transferring incoming calls when needed. • Maintain client service processes according to established compliance and risk requirements. • Manage contact databases, creating and updating prospect/client information • Maintain account and security restrictions in key ThomasPartners databases • Assist in the quarter-end reporting, and preparation of client meeting materials • Assist in the preparation of marketing materials • Liaison with operations and trading to effectively disseminate information • Assist with Word, Excel and PowerPoint documents Technical/Functional Qualifications The candidate must have very strong communication skills, impeccable attention to detail, a positive attitude, self-initiator, professionalism, incredible follow-through, a great work ethic and the ability to work on multiple projects and prioritize with ease. • Passion for service and finance with strong client-focus and the ability to provide a superior level of service • Aptitude for complex problem solving • Ability to handle multiple tasks at once while maintaining optimism and precision • Good analytical skills with a superior level of attention to detail in order to adhere to policies, procedures and guidelines • Collaborative and relational work style with proven success in a team environment • Excellent communication and interpersonal skills, especially the ability to listen to clients, understand their needs, and to explain complicated subjects • A savvy user of Salesforce (or other CRM system), Excel, Word, PowerPoint, Microsoft Outlook • Portfolio accounting software knowledge preferred. • College degree – BA/BS • 3+ years of experience in the financial services industry. • Desire for growth opportunities and ongoing training
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.