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FEG Investment Advisors · 2 hours ago

Client Service Specialist

Cincinnati, OH

Full-time

Onsite

Entry Level

1+ years exp

FEG Investment Advisors is an independently owned advisory firm providing investment consulting and research services to institutional clients. The Client Service Specialist will coordinate investment activities for clients, support day-to-day operations, and ensure excellent customer service through collaboration with various teams and external partners.

Financial Services

Responsibilities

Execution of investment-related activities associated with rebalancing and new investments

Manage and process cash activities including wires, private capital calls and distributions

Coordinate the execution of new investor documents including subscription documents for alternative investments with clients, custodians, investment managers and fund administrators

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

Fulfil audit requirements for clients

Perform account maintenance, valuation, and reconciliation activities

Setting up client accounts in CRM, portfolio management and reporting systems

Qualification

Investment management experienceClient service skillsPortfolio management systemsMicrosoft Office proficiencyAttention to detailWritten communicationVerbal communicationProblem-solving skillsTeam collaboration

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)

1+ years of work experience in the investment management industry, with specific client service and operations experience

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

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

Exemplary knowledge of client study, account management and portfolio management systems