We are looking for an organized, self-directed person to join our investment management firm. The Client Service Associate will be a person who cares about the small details and enjoys taking ownership of day-to-day responsibilities.

Day-to-Day Responsibilities

  • Maintain and reconcile client transaction activity (daily/monthly).
  • Maintain internal client records and portfolio data using cloud-based portfolio systems (Tamarac).
  • Work closely with custodial firms to manage client account opening/closing process, including reconciliation of cost basis information.
  • Coordinate directly with clients and custodial firms to implement operational requests and administrative changes. Activities can include transfer of assets, modifications to account titles and tax treatment.
  • Assist with preparation of client reporting materials, including ad-hoc meeting requests and quarterly summary reporting.
  • Prepare, organize and manage a variety of client correspondence.
  • Provide support to securities trading function.


  • Commitment to treating our clients as you would want to be treated.
  • Exceptionally thorough and organized.
  • Proficient in the use of Microsoft Office suite of applications (Excel, Word, Outlook).
  • Extremely comfortable using computers/technology, including cloud-based applications.
  • Comfortable working independently and communicating directly with clients.
  • Investment industry experience a big plus.
  • Associate degree, Bachelors degree or equivalent industry experience

Salary and Benefits

  • Full-time position, with flexibility – Up to 40 hours per week.
  • Competitive salary with annual bonus potential.
  • Attractive 401(k) savings plan.
  • Generous paid time off.
  • Medical insurance.

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