Client Service Professional
2 days ago
CLIENT SERVICE PROFESSIONAL
COMPANY DESCRIPTION
Windrose Advisors is a boutique wealth management firm founded in 2009. The Firm advises on approximately
$3.7 billion of client capital invested across all asset classes. Our investment philosophy is rooted in deep
experience across several market cycles and includes relationships with some of the worlds most sophisticated
institutions. Windrose Advisors is a dynamic, growing firm focused on creating the perfect wealth management
engine for ultra-high net worth families, foundations, and endowments.
JOB DESCRIPTION
We are seeking a motivated individual with two to five years of institutional financial services or wealth
management experience to be part of our Client Service team, which is responsible for the day-to-day support,
portfolio administration, reporting and investment execution for our clients. S/he must be client focused, and
goal oriented in their effort to provide a high level of personalized service to clients. The candidate will be the
point person resolving questions, processing client requests, and supporting clients family members,
accountants and family offices with request and issue resolution. The candidate will assist the team in
interfacing internally with Operations and Investment departments, and with our custodians to follow through on
documents, transactions, and new account questions.
RESPONSIBILITIES
- Onboard new clients by opening new accounts and coordinating with third parties the transfer of assets to custodian bank. Assist in preparation of account opening documentation and account profiles, obtain required approvals, and gather legal documents and tax information.
- Facilitate money movements and wire transfers for client accounts
- Learn and utilize the firms third-party client reporting system to view portfolio information, asset allocation and transactions, and generate reports for internal use and for clients
- Assist with preparation of client presentation packages and reporting on client accounts
- Collaborate with the client service team on ad hoc requests and client service projects, including new client onboarding
- Assist the team with tax information research, K-1 tracking and distribution to clients and/or their accountants
- Interface with the investment team regarding asset allocation and performance
- Proactively manage client accounts and develop processes and enhancements for current tasks
QUALIFICATIONS
- Bachelors degree, with a record of academic achievement
- Two to four years of related client service experience working in a multi-family office, investment advisory firm or institutional investment environment
- Knowledge of Addepar preferred but not required
- Client service experience working with ultra-high net worth clients, and their advisors and accountants
- Experience with client administration and portfolio management related to new accounts, wires, securities trades and alternative investment subscriptions.
- Understanding of portfolio construction along with private equity, real estate and hedge fund investment knowledge
REQUIREMENTS
- Strong quantitative, analytical and research skills
- Able to work independently in a professional, team-oriented environment
- Outstanding client service and organizational skills with a focus on accuracy and attention to detail including multitasking and logistics
- Excellent communication skills; must be able to communicate with internal and external parties in a professional, comprehensive, and gracious manner
- Familiarity with various investment instruments, portfolio management and client relationship management
- Exceptional business writing skills
- Thorough knowledge of Microsoft Office with particular emphasis on Excel proficiency
COMPENSATION/BENEFITS
- Competitive salary
- 401K Matching
- Eligible for bonus
- Health & Dental Insurance
- Disability Insurance
- Life Insurance
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Client Service Professional
2 days ago
Watertown, United States Windrose Advisors Full timeCLIENT SERVICE PROFESSIONAL COMPANY DESCRIPTION Windrose Advisors is a boutique wealth management firm founded in 2009. The Firm advises on approximately $3.7 billion of client capital invested across all asset classes. Our investment philosophy is rooted in deep experience across several market cycles and includes relationships with some of the worlds most...
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