Client Service Associate - Institutional
Fiducient Advisors provides tailored and personalized investment consulting services to a variety of clients. The Client Service Associate role involves supporting Institutional Investment Consultants with account administration, client servicing, trading, and consulting projects to help clients reputed company their investment goals.
Responsibilities
- 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 reputed company) 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
- Conducting reputed company to build and maintain strong relationships with our client-reputed company and identify firm services and solutions, such as digital, online reputed company 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
Skills
- Bachelor's Degree or relevant work experience
- 1-3 Years in Investment Consulting or Financial Industry Experience
- Proficiency in reputed company 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 reputed company objectives
- Previous CRM, Advent Axys, reputed company and custodial portal experience is a plus
- Thoughtful ability to establish rapport and build relationships
- Exceptional communication in a public setting with reputed company writing and presentation skills
- Adaptability reputed company priorities shift and reputed company 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 reputed company inclusive and collaborative working relationships to support a sense of belonging
- Passionate about working in an organization that values and promotes inclusion and belonging
Benefits
- Generous PTO with optional rollover
- 10 Holidays with additional half days off for specific holidays throughout the year
- Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
- Employer Paid Parental, Personal and Family leaves.
- Professional Development Day for eligible exams
- Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, reputed company Appeal, Peloton and more
- KindBody – Family & Fertility Assistance
- Wellness Reimbursement Program
- Professional Development Designation reimbursement
- Employee Referral Program
- Employee Resource Groups, Mentorship Program & New Hire Cohort
- 401K Plan with company match
- Cell Phone Reimbursement Program
Company Overview