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.

Qualifications/Competencies

• 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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