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Fiducient Advisors · 1 day ago

Client Service Associate - Institutional

Boston, MA

Full-time

Hybrid

Entry Level

$65K/yr - $90K/yr

1+ years exp

Fiducient Advisors provides tailored investment consulting services to a diverse clientele. The Client Service Associate role supports Institutional Investment Consultants in account administration, client servicing, and trading, ensuring effective communication and service delivery to clients.

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Responsibilities

Act as a liaison between custodians and clients by maintaining client records and authorized signers, managing recurring distributions, opening accounts, preparing Standing Letters of Authorization, etc

Assist clients or Consultants with processing and facilitating money movements, including wires, electronic funds transfers, journals, DTC (Depository Transfer Check) of securities, ACAT (Automated Customer Account Transfer) and non-ACAT transfers in a timely manner while abiding by the Company’s Compliance policies

Draft investment trade paperwork on behalf of clients as it relates to Mutual Funds, Alternative Assets, Separately Managed Accounts, etc. in accordance with the Company’s Compliance policies

Support clients in completing paperwork for Hedge Fund and Private Equity subscription agreements in accordance with the Company’s Compliance policies

Uphold superior client service standards by providing timely follow-up, proactive communication and by being a knowledgeable resource for clients and colleagues

Conducting outreach to build and maintain strong relationships with our client-base and identify firm services and solutions, such as digital, online access and cash management offerings, that support our clients’ needs

Sustain effective communication with firm colleagues from other departments by maintaining and updating client records and activities in the CRM, shared folders and process workflows

Collaborate with peers on accomplishing operational and administrative duties; running reports, responding to general client requests, etc

Support Institutional Consultants with daily business practices including portfolio administration, client audit requests, telephone coverage, coordination of client meetings and special projects

Qualification

Investment ConsultingClient ServicingMicrosoft SuiteCRM ExperienceInvestment KnowledgeCommunication SkillsProblem-Solving SkillsDetail-OrientedAdaptability

Required

Bachelor's Degree or relevant work experience

1-3 Years in Investment Consulting or Financial Industry Experience

Proficiency in Microsoft Suite

Broad investment knowledge including experience with mutual funds, investment managers, 401(k) and/or Defined Benefit Plan administrative procedures preferred

Basic understanding of cash flow objectives