Apply on Employer Site

FEG Investment Advisors · 1 day ago

Senior Client Service Specialist

Cincinnati, OH

Full-time

Onsite

Senior Level

5+ years exp

FEG Investment Advisors is an independently owned advisory firm that provides investment consulting and research services to institutional clients. The Senior Client Service Specialist is responsible for supporting institutional client relationships, coordinating activities with clients, investment managers, and custodians, and resolving account-specific inquiries.

Financial Services

Responsibilities

Preparation and execution of investment activities for clients through the coordination with FEG consultant teams, investment managers, custodians, fund administrators and FEG operation staff

Activities include processing client cash needs, population of custodial and subscription documents, processing private capital calls and distributions

Lead communication efforts with custodians, investment managers, vendors, etc. for internal teams, resolving issues that arise on behalf of clients, and providing updates internally

Backup to multiple roles within the broader operations team

Support the team responsible for managing the firm’s most complex operational clients

Participate in client service projects focused on increasing efficiency in the flow of operational work

Qualification

Investment management experienceClient service experiencePortfolio management systemsFinancial data knowledgeMicrosoft Office proficiencyCommunication skillsAttention to detailProblem-solving ability

Required

Bachelor's degree, preferably with a business focus. For certain positions, we accept a high school diploma, GED, or National Career Readiness Certificate (NCRC)

At least five years' of work experience in the investment management industry, with specific client service and operations experience

Knowledge of client custody, account management and portfolio management systems

Ability to identify and resolve/escalate complex problems with minimal guidance and meet deadlines

Understanding of investment terminology including alternatives investments (i.e. hedge funds and private capital)

Experienced in Microsoft Office, Excel, PowerPoint, and SharePoint with strong attention to detail, excellent written and verbal communication skills and high work ethic