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Client Services Coordinator

2 months ago

Ashland, Massachusetts, United States NorthStar Asset Management Inc Full time
Client Services Coordinator

We are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at NorthStar Asset Management Inc. As a Client Services Coordinator, you will play a critical role in providing exceptional client service and supporting the growth of our client base.

The Opportunity

A successful Client Services Coordinator at NorthStar Asset Management Inc. possesses exceptional organizational skills, a strong work ethic, self-motivation, and a commitment to social change. As a member of the Client Services Team, you will work closely with Operations and Investment Advisors to ensure that NorthStar clients are well served and that the office operates smoothly.

Key Responsibilities
  • Client Service Delivery: Provide exceptional client service and manage client queries, ensuring they are addressed in a timely and comprehensive fashion.
  • Communication and Collaboration: Communicate effectively with the investment advisors, responding to ad hoc requests and keeping them up-to-date on all client contact.
  • Client Relationship Management: Work with clients and internal teams in person, by phone, and by email, including responding to client requests, coordinating client meetings and periodic communication, actively participating in client meetings, leading follow-up action after client meetings, proactively serving clients by knowing the client and anticipating their needs, keeping all team members informed of client updates and information.
  • Operational Tasks: Day-to-day execution and maintenance of a wide array of operational tasks/processes.
  • Account Management: Complete and file all account-related paperwork, including opening and closing accounts.
  • Financial Transactions: Facilitate requested financial transactions, including journals, wires, electronic payments, etc.
  • Custodian Coordination: Coordinate with the financial custodians and our clients to ensure that transactions and other requests have been completed.
  • Database Management: Work with our electronic database to record client requests and progress toward completing them in a timely manner.
  • Team Collaboration: Partner with members of the Client Services Team to ensure projects and priorities are aligned and seen through to completion in a timely manner.
  • Project Management: Lead the successful execution of client tasks and projects by prioritizing tasks and managing timelines for completion, delegating appropriate tasks to colleagues as needed, keeping the team informed, maintaining good working relationships across the firm, providing quality control, and ensuring successful completion of trades, cash transfers, check requests, account openings, and closings.
Requirements
  • Education: Bachelor's Degree.
  • Experience: At least 2 years, but prefer 5 years, of client service, financial planning, and/or private client relationship management.
  • Skills: Excellent interpersonal and communication skills, both written and verbal, as evidenced by the ability to interact with clients and coworkers professionally, personally, and effectively. Experience in handling sensitive and confidential subject matter. Demonstrate ability and willingness to take on new responsibilities as business and organization needs require. Exceptional organizational skills and attention to detail. Ability to adapt communication style to different internal and external audiences. High proficiency in Microsoft Office 365 skills, including advanced PowerPoint and Excel. Ability to identify, analyze, and synthesize information to determine the necessary steps to resolving problems. Adept at responding to many ad hoc requests, fluctuating task lists, and prioritizing assignments. Comfort taking initiative and anticipating the needs of clients and Investment Advisors. Well-organized, self-starter able to work in a team environment. Client relationship management and project management experience an advantage. Ability to work under tight deadlines, to prioritize tasks, and liaise with multiple counterparties. Meticulous attention to details with a sense of responsibility. Strong client service experience and ability to present information to clients effectively and professionally.