Financial Services Associate

3 days ago


Reston, Virginia, United States Chamberlain Group Financial Services Full time
{"title": "Client Service Associate", "description": "Financial Services Opportunity

Chamberlain Group Financial Services is seeking a skilled Client Service Associate to join our Investment Team. As a key member of our team, you will be responsible for investment operations, including administration and customer service.

Key Responsibilities:

  • Setup and maintenance of new client investment accounts
  • Compilation and completion of client, custodian, investment manager, and internal firm paperwork
  • Execution of client and firm tasks such as asset transfers
  • Preparation and execution of alternative investment paperwork
  • Client data management and system updates
  • Proactive and reactive client service, including distributions, personal information updates, and portfolio reallocations
  • Advisor support and execution of directed initiatives and projects

Requirements:

  • BA/BS degree
  • 5+ years of relevant professional experience in client service/investment operations in the financial services industry
  • Series 7 license preferred
  • Experience working with alternative investments and subscription documents preferred
  • Custodial platform experience preferred (Pershing, Fidelity, Schwab, etc.)
  • Ability to multi-task and prioritize workload or proactively seek prioritization from manager
  • Attention to detail and excellent communication skills

About Us:

Chamberlain Group Financial Services is a regional financial services organization providing customized wealth management strategies to business owners, the ultra-affluent, and their families. We value enduring client relationships, quality products and services, and team continuity and integrity.

", "lang_code": "en-US"}

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