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Client Service Associate

2 months ago

Baltimore, Maryland, United States Stifel Full time
Job Summary

The Client Service Associate will provide exceptional support to our Portfolio Managers, Investment Associates, and Client Advisors, ensuring seamless day-to-day administrative management of individual client, institutional, and trust portfolios. This role requires a high level of client service expertise, with a focus on delivering tailored solutions that preserve, build, and manage wealth for our clients.

Key Responsibilities
  • Assist with client administrative functions, including account openings, terminations, and asset management.
  • Prepare customized client materials for periodic reporting and meetings, and coordinate delivery of presentation materials.
  • Closely monitor investment portfolios for cash, maturities, and settlements to ensure timely execution and accurate reporting.
  • Coordinate with third-party vendors, such as attorneys, accountants, and auditors, as requested by clients.
  • Proactively review clients' security holdings and daily transaction activity, working closely with trading, operations, and custodians to ensure accurate positions and asset values.
  • Maintain digital records of client interactions, including drafting client correspondence for review and approval.
  • Review reports for accuracy and work with Operations to ensure timely and accurate client reporting.
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, particularly Excel, Word, PowerPoint, and Outlook.
  • Experience with FactSet, Bloomberg, InvestorTools, Advent APX, Moxy, Trust Accounting Systems, and CRM technology a plus.
About 1919 Investment Counsel

1919 Investment Counsel, a subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to high net worth individuals, families, trusts, foundations, and institutions. With over $22.6 billion in client assets, we offer tailored solutions that preserve, build, and manage wealth for our clients. We are an Equal Opportunity Employer.