Client Portfolio Specialist
2 weeks ago
KMA Human Resources Consulting is currently seeking a Client Portfolio Specialist to join a dynamic team. This role is essential in delivering exceptional client services and collaborating closely with portfolio managers and the client services department.
About the Company:
We are a rapidly expanding Registered Investment Advisor (RIA) dedicated to assisting institutions, individuals, and families in achieving their financial aspirations through effective management and preservation of their financial assets.
Key Responsibilities:
- Collaborate with Portfolio and Relationship Managers to maintain primary responsibility for assigned clients and their accounts.
- Efficiently execute client account administrative tasks, including cash management, transfers, and obtaining necessary tax information.
- Facilitate the opening and closing of accounts by completing required documentation and liaising with custodians.
- Work alongside the Client Services Team to enhance processes and procedures for client data management and onboarding.
- Assist with compliance tasks as needed and participate in committees as requested.
Qualifications:
- Bachelor's degree or equivalent experience in a financial services-related field.
- A minimum of five years of proven client service experience in the financial sector.
- Relevant certifications in finance, banking, or trust and estate administration are preferred.
- Strong attention to detail and accuracy in all tasks.
- Proficiency in MS Office, Black Diamond, AXYS, Assemblage, Adobe, and other relevant software.
- Ability to work independently with minimal supervision and a strong willingness to learn.
- Excellent interpersonal skills and a commitment to providing outstanding client service.
Compensation and Benefits:
The position offers a competitive annual salary ranging from $65,000 to $85,000, along with bonuses and profit-sharing opportunities. Additional benefits include generous paid time off, a retirement plan with matching contributions, comprehensive medical, dental, and vision coverage, and a Health Savings Account. Enjoy a vibrant work environment with a beautiful location and paid parking.
KMA Human Resources Consulting is committed to equal opportunity employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.
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