Client Service Associate

3 hours 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 involves day-to-day administrative management of individual client, institutional, and trust portfolios, with a focus on high-touch client service.

Key Responsibilities
  • Assist with client administrative functions, including account openings, terminations, receiving assets, and distributing assets.
  • Prepare customized client materials for periodic reporting and meetings, and coordinate delivery of presentation materials.
  • Closely monitor investment portfolios for cash, maturities, and settlements to ensure funds are available to clients and portfolios are in line with investment guidelines.
  • Coordinate with third parties, such as attorneys, accountants, and auditors, as requested by clients.
  • Proactively review clients' security holdings and daily transaction activity, working closely with trading, operations, and custodians to ensure positions and asset values are up to date and accurate.
  • Maintain digital records of telephone and written contact with clients and third parties, including drafting client correspondence for review and approval.
  • Review reports, including performance, for accuracy and work with Operations to ensure accurate client reporting.
  • 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.
  • Highly organized, attentive to detail, self-motivated, and able to multi-task in an independent and timely manner.
  • 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, and experience with FactSet, Bloomberg, InvestorTools, Advent APX, Moxy, Trust Accounting Systems, and CRM technology.
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. The firm manages more than $22.6 billion of client assets and has offices in various locations. 1919 Investment Counsel has a team of portfolio managers, research analysts, and client service professionals that work together to construct investment portfolios tailored to each client's specific needs and objectives.

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