Client Services Associate

1 week ago

Houston, United States Professional Alternatives Full time

Institutional Client Service Associate

Up to $31 hourly based on experience – Contract to Hire

Located in West Houston/Memorial

-Must have 2+ years of financial services experience

-Bachelors degree in Finance, Economics, or related field required

-FINRA certification preferred or must be eligible

Institutional Client Service Associate works with the Investment Management, Trading, and Investment Operations departments to provide coordination and efficiency to the investment process and provide high quality customer service.

A successful candidate in this position will possess excellent organizational skills, strong attention to detail, solid verbal and written communication skills, and a willingness and capability to learn and perform duties with different software systems. They must have the ability to work well with other team members as well as independently, and possess a high degree of integrity.

Essential Duties and Responsibilities:

The following duties are generally representative of the nature and level of work assigned. They are not necessarily all inclusive.

  • Run and monitor daily/monthly/quarterly reports such as cash reports, withdrawal reports, and standard client requests
  • Handle all client communications for Institutional clients including the preparation of client presentations
  • Research and handle all issues with trade settlements
  • Maintain all 3rd party delivery instructions
  • Work with the Sales, Client Service, and Research departments on requests
  • Serve as a liaison between the Investment and Compliance departments
  • Responsible for institutional database management and due diligence questionnaires
  • Respond for Institutional-based Requests for Proposals
  • Participate in special projects and retail client service support as needed

Skills and Qualifications:

  • Bachelor’s degree required.
  • Excellent organizational skills.
  • High degree of comfort working in a team environment as well as independently.
  • Excellent broad-based analytical skills.

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