Client Service-Financial Operations
4 weeks ago
Job Description
Job Description
Successful boutique wealth management firm in Edina seeking a talented client service/operations professional with a minimum of 3 years of experience. Be part of a team that focuses on client service and supporting the firms portfolio managers in maintaining strong client relationships. Primary responsibilities are client service, accurate qualitative and quantitative account maintenance and reporting, portfolio metrics and database maintenance, and responding to ad-hoc information requests
Provide superior service to clients via verbal and written communication
Set up and maintain client accounts
Compile and complete client, custodian, and firm paperwork
Review and maintain client transactions and activity
Execute firm tasks such as asset transfers and general support of portfolio and investment strategies
Distribute client reporting, including quarterly performance metrics and statements, in a timely and accurate manner
Update and maintain performance metrics for the firms Composites and database entry
Investment analytics for Investment Committee meeting materials
Provide administrative support for portfolio managers including phone call coverage and arranging meetings
Participate in projects designed to improve customer service, create efficiencies and improve the firms operations.
Requires understanding of the financial markets, strong work ethic, excellent verbal and written communication skills, confidentiality, attention to detail and proficient skills in Microsoft Word, Excel, PowerPoint, and Outlook. Join a collaborative group who believe in working together in a positive environment. Generous salary, benefits, bonus. #5478
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