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Account Services Manager

4 months ago

Irvine, United States Chamberlain Group Financial Services Full time

FINANCIAL SERVICES - ACCOUNT SERVICES MANAGER

About Us:

Chamberlain Group is an independent financial services organization located in the Newport Beach/Irvine, CA area. We provide customized wealth management strategies to business owners, the ultra-affluent and their families.

Our clients range in net worth between $50 million and $5 billion, and they rely on our expertise in estate and succession planning, life insurance, executive benefits, non-qualified plans and investment advisory services. Our primary focus is to preserve and grow our clients' assets for generations. For over 40 years we have successfully built our private boutique firm, owning the mantle of stewardship as our number one job.

We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our team. We have an excellent corporate culture filled with all sorts of fun perks, and we have been awarded the OC Best Places to Work distinction.

Our 6 Guiding Principles are: Create Value, Be Wise, Achieve Great Results, Experience Meaningful Relationships, Seek Challenges and Have Fun Come join us

Opportunity:

We are currently seeking an Account Services Manager who is experienced in investment account operations and comfortable working within a team environment in a regional firm. As a member of the Investment Team, the Account Services Manager is responsible for investment operations which include administration and customer service, working alongside peers in the same role. The ideal candidate will have excellent attention to detail, proven customer service skills and a track record in prioritizing tasks in a changing work environment. The ideal candidate will have integrity, be process oriented and assume ownership of tasks. This position offers the chance to grow and develop long term, learning within a small and dynamic.

Areas of Responsibility:

  • New Business Administration - Setup and maintenance of new client investment accounts; compilation and completion of client, custodian, investment manager and internal firm paperwork; execution of client and firm tasks such as asset transfers and execution of alternative investment paperwork.
  • As the primary point of contact for investment operations on all products (supporting both publicly traded traditional investments such as mutual funds/ stocks/ bonds and additionally private investments such as private equity, non-traded REIT's and interval funds: alternatives ), you will be assisting with the investment paperwork processing by ensuring that all is received in good order. This will include communicating with advisors, investment partners and the compliance department.
  • Client data management - keep data management systems (including CRM) up to date with current client information.
  • Client Service Management and Administration - Interface with clients to provide proactive and reactive ongoing client service, including but not limited to distributions, portfolio reallocations.
  • Compliance and Record Keeping - Ensure company policies and procedures are in accordance with industry regulation requirements (i.e., SEC and FINRA).
  • Management and Advisor Support - execute directed initiatives and projects, as requested.
  • Investment Team Projects and Initiatives.

Requirements:

  • BA/BS degree
  • 7+ years of relevant professional experience
  • 5+ years of experience within client service/ investment operations in the financial services industry with knowledge of investment products
  • Series 7 license preferred
  • Experience working with alternative investments preferred
  • Custodial platform experience preferred (Pershing, Fidelity, Schwab, etc.)Ability to multi-task and prioritize your workload or proactively seek prioritization from manager
  • Attention to detail is an absolute requirement
  • Must function well and communicate well on a team with shared responsibilities
  • Positive attitude, coachable spirit, superior customer service skills, strong initiative, critical thinking, flexibility, accountability and excellent communication (oral and written) skills a MUST.
  • Proficient in Microsoft Office