Financial Services Associate
3 days ago
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.
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