Client Service Associate
15 hours ago
Job Summary: We are seeking a highly organized and detail-oriented Client Service Associate to provide administrative, operational, and analytical support to our Portfolio Managers, Investment Associates, and Client Advisors.
Key Responsibilities:
- Assist with client administrative functions, including account openings, terminations, and asset management.
- Prepare customized client materials for periodic reporting and meetings.
- Closely monitor investment portfolios for cash, maturities, and settlements.
- Coordinate with third parties, such as attorneys and accountants, as requested by clients.
- Proactively review clients' security holdings and daily transaction activity.
- Maintain digital records of client contact and correspondence.
- Review reports for accuracy and ensure timely delivery to clients.
Requirements:
- Proven experience working in a high-touch environment.
- Knowledge of principles and processes for providing excellent interpersonal and communication services.
- Highly organized, attentive to detail, and able to multi-task in an independent and timely manner.
- Knowledge of economic and accounting principles, financial markets, and associated terminology.
- Proficiency with Microsoft Office, including Excel, Word, PowerPoint, and Outlook.
- Experience with FactSet, Bloomberg, and other financial software a plus.
About Us: 1919 Investment Counsel is a wholly owned subsidiary of Stifel Financial Corporation, providing investment management and financial planning services to high net worth individuals, families, trusts, foundations, and institutions. We manage over $22.6 billion in client assets and have offices in several locations across the United States.
Equal Opportunity Employer: 1919 Investment Counsel is an Equal Opportunity Employer and welcomes applications from diverse candidates.
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