Client Service Associate

1 week ago

Baltimore, Maryland, United States Stifel Full time
Job Summary

The Client Service Associate will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates, and Client Advisors. This role is responsible for day-to-day administrative management of individual client, institutional, and trust portfolios. High-touch client service is a hallmark of 1919, and the candidate should be skilled in and enjoy client service, with experience working closely with clients and co-workers.

Key Responsibilities
  • Assist with all client administrative functions, including account openings, terminations, receiving assets, obtaining and adjusting cost basis, distributing assets, handling disbursements, processing cash, delivering in-kind charitable contributions, determining appropriate paperwork and governing documents, and ensuring correct client billing.
  • Prepare customized client materials for periodic reporting and meetings. Coordinate delivery of presentation materials for client and prospective client meetings. May attend client meetings.
  • Closely monitor investment portfolios for cash, maturities, and settlements to ensure that funds are available to clients and that portfolios are in line with investment guidelines. Instruct custodians to wire funds or prepare checks at the request of the client after review and approval.
  • Coordinate with third parties such as attorneys, accountants, and auditors as requested by client.
  • Proactively review clients' security holdings and daily transaction activity. Work closely with trading, operations, and various custodians to ensure that positions and asset values are up to date and accurate.
  • Maintain digital record of telephone and written contact with clients and third parties, including drafting client correspondence for review and approval.
  • Review all reports, including performance, for accuracy and work with Operations to ensure accurate client reporting. Test new applications, updates, and system enhancements.
  • Update relevant information in portfolio management accounting systems and Client Relationship Management (CRM) system.
Requirements
  • Proven experience working in a high-touch environment.
  • Knowledge of principles and processes for providing excellent interpersonal and communication services, including client needs assessment, meeting quality standards for services, and evaluation of client satisfaction.
  • Highly organized, attentive to detail. Self-motivated, able to multi-task in an independent and timely manner. Team player.
  • Knowledge of economic and accounting principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
  • Knowledge and experience using analytical skills.
  • Thorough knowledge and proficiency with Microsoft Office, specifically PowerPoint, Excel, Word, and Outlook. Experience with FactSet, Bloomberg, InvestorTools, Advent APX, Moxy, Trust Accounting Systems, and CRM technology also a plus.
  • Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problem solving.
Education and Experience
  • Minimum Required: Bachelor's degree in a related field or equivalent experience.
  • Minimum Required: 1 to 3 years' related experience in financial services, preferably in Private Wealth Management, Portfolio Administration, or college education and internships relating to Private Wealth Management.
  • 1-3 years in customer service desired.
Licenses and Credentials
  • Minimum Required: None.
About 1919 Investment Counsel

1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $22.6 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia, and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts, and client service professionals that work together to construct investment portfolios that are tailored to each client's specific needs and objectives and to deliver tailored solutions that preserve, build, and manage wealth for 1919 Investment Counsel's clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.

1919 Investment Counsel is an Equal Opportunity Employer.

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