Client Service Associate

5 months ago

Baltimore, United States Stifel Full time

Summary
The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy client service and should have experience working closely with clients and co-workers. The Client Service Associate must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics.

Essential Duties and Responsibilities
• Assists with all client administrative functions which includes but is not limited to: account openings, account 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.
• Prepares customized client materials for periodic reporting and meetings. Coordinates delivery of presentation materials for client and prospective client meetings. May attend client meetings.
• Closely monitors investment portfolios for cash, maturities, and settlements to ensure that funds are available to clients and that portfolios are in line with investment guidelines. Instructs custodians to wire funds or prepare checks at the request of the client after review and approval.
• Coordinates with third parties such as attorneys, accountants and auditors as requested by client.
• Proactively reviews clients’ security holdings and daily transaction activity. Works closely with trading, operations and various custodians to ensure that positions and asset values are up to date and accurate. 
• Maintains digital record of telephone and written contact with clients and third parties, including drafting client correspondence for review and approval. 
• Reviews all reports, including performance, for accuracy and works with Operations to ensure accurate client reporting. Tests new applications, updates and system enhances.
• Updates relevant information in portfolio management accounting systems and Client Relationship Management (CRM) system.

Qualifications
• Proven experience working in a "high-touch" environment.
• Knowledge of principles and processes for providing excellent interpersonal and communication services. This includes 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 is required. 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 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

Systems and Technology
• Proficient in Microsoft Excel, Word, PowerPoint, Outlook
• Experience with Adobe, FactSet, Bloomberg
• Experience with Advent APX, Moxy and Trust Accounting Systems

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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