Client Service Associate - Institutional
Fiducient Advisors provides tailored investment consulting services to a diverse clientele. The Client Service Associate role supports Institutional Investment Consultants in account administration, client servicing, and trading, ensuring effective communication and service delivery to clients.
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 Check) 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 outreach to build and maintain strong relationships with our client-base and identify firm services and solutions, such as digital, online access 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 Microsoft 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 flow objectives
- Previous CRM, Advent Axys, Adobe and custodial portal experience is a plus
Benefits
- Generous PTO with optional rollover
- Personal/Sick Time
- 10 Holidays with additional half days off for specific holidays throughout the year
- Summer Perks
- 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, Real 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