Investment Advisory Client Services Associate at Social Capital Resources

Top-Tier Investment Management Firm is seeking an Investment Advisory Client Services Associate!

Responsibilities:

• Responsible for new account onboarding, distribution of statements and invoices, maintaining distribution lists, and communicating with clients
• Assist with weekly, monthly, quarterly client reporting and address any client feedback in a timely manner.
• Work with internal departments to research and resolve escalated shareholder inquiries.
• Periodically review forms and applications for accuracy and completeness.
• Maintain client portal database and onboard new client contacts.
• Address shareholder inquiries received via inbound phone line, email, and mail.

Qualifications:

• Bachelor’s Degree.
• Familiarity with the high-net-worth investment management business and the administrative processes related to investment products and account-opening.
• 1-5 years experience in a similar position
• General knowledge of the asset management industry preferred
• Experience with Advent APX and Salesforce preferred
• Ability to prioritize and organize workload, multi-task, adapts quickly to change, and deliver under the pressure of deadlines.
• Shows strong aptitude to anticipate client requests.