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Client Service Specialist
2 months ago
Thornburg is a global investment firm delivering on strategy for institutions, financial professionals and investors worldwide. The privately held firm, founded in 1982, is an active, high-conviction manager of fixed income, equities, and multi-asset solutions.As an independent firm, Thornburg can take on a wide range of opportunities, explore ideas thoroughly and work across strategies to deliver consistent risk-adjusted outperformance over the long term. The firm attracts free-thinking professionals who are eager to pursue investment outcomes beyond the confines of popular wisdom. From nimble operational capabilities to principles and actions fitting of a global citizen, Thornburg's world-class investment platform and team are aligned on strategy to serve investors.Primary Job Function:The Client Service Specialist will work closely with our Regional Sales Teams to aid and support in various aspects of the sales process.Duties & Responsibilities:Partner with the Sales Team to cultivate new and deepen existing relationships with clients using Thornburg's various mutual fund and separate account products.Collaborate with the Investment Consultants and Advisor Solutions Consultants to schedule and coordinate in-person and virtual client meetings.Manage and complete back office/administrative requests aiding in the sales process.Maintain contact relationship management database (Salesforce) used by the sales team to track meetings, client information, etc.Conduct client research to maintain and enhance data integrity and aid in sales execution.Support and maintain Strategic Relationships conference and event processes.Job BenefitsMedical, dental, and vision coverage.Employer 401(k) safe harbor and profit-sharing contributions.Work/life programs such as flexible work arrangements, flexible paid time off, paid parental leave, employee assistance plan, commuter benefits, student loan repayment program, education reimbursement program.Community involvement opportunities.Onsite cafeteria.Onsite fitness center.Referral program. Requirements Bachelor's Degree or equivalent experience - required .Prior experience in financial services and/or client service - preferred .FINRA SIE, Series 7 and 66 - preferred .Excellent communication skillsAbility to work in a dynamic team environment.Computer proficiency.Santa Fe is the capital of New Mexico. Founded in 1610 and nicknamed "The City Different," Santa Fe captures hearts and minds with its museums, restaurants, theater, opera, and adobe-style architecture. With an average of over 300 sunny days per year and picturesque landscape, it's no wonder that outdoor activities such as skiing and hiking in "The Land of Enchantment" attract visitors from around the world.All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, disability, gender, gender identity or protected veteran status. We especially encourage applications from individuals who can bring diverse cultural and ethnic perspectives and experiences to the campus.
