Client Relations Consultant

Role Overview

• Client Relations Associates are the front line daily interface and liaison between portfolio management, the client’s custodian, and auditors.
• Compiles and disseminates client portfolio information, including transactions, portfolio characteristics, and investment performance to consultants.
• Organizes and prepares presentation materials for formal client reviews.
• Develops customized reporting to meet client needs not met by standard system reporting.
• Actively participates and contributes to weekly departmental conference calls, which include client development, consultant relations, compliance, marketing, communications, and finance.
• Facilitates and coordinates the opening of new client portfolios, including transition meetings with client development and clients, as well as the closing of terminated portfolios.
• Initiates, coordinates, and facilitates portfolio certifications to meet client/consultant regulatory (SOX) requirements.
• Actively participates in segment team meetings, proactively researching prospect information, and lead generation to support client development director new business development activities.

Requirements

• Typically a Bachelor's degree, or equivalent work experience
• Typically three or more years of client services experience
• Thorough knowledge of performance reporting terms and calculations, investment terminology, portfolio accounting, and some level of financial accounting
• Ability to manage multiple tasks/projects and deadlines simultaneously
• Ability to identify and resolve exceptions and to interpret data
• Proven customer service/relations skills
• Effective interpersonal, verbal and written communication skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• FINRA Series 6 and 63 licenses required, or the ability to obtain within 120 days of the start date

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law