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Fiducient Advisors · 3 days ago

Client Service Associate - Institutional

McLean, VA

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 is essential for delivering high-quality service and communication to clients, supporting Institutional Investment Consultants in account administration, client servicing, and trading activities.

AdviceFinancial ServicesHealth CareProfessional Services

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 ConsultingFinancial Industry ExperienceMicrosoft SuiteCRM ExperienceDetail-orientedCommunication SkillsProblem-solving SkillsRelationship Building

Required

Bachelor's Degree or relevant work experience

1-3 Years in Investment Consulting or Financial Industry Experience

Proficiency in Microsoft Suite

Basic understanding of cash flow objectives

Thoughtful ability to establish rapport and build relationships

Exceptional communication in a public setting with notable writing and presentation skills

Adaptability when priorities shift and able to work independently

Sound judgment and problem-solving skills

Innovative, curious, and enthusiastic

Detail-oriented with a high level of accuracy and organization

Ability to cultivate and develop inclusive and collaborative working relationships to support a sense of belonging

Passionate about working in an organization that values and promotes inclusion and belonging

Preferred

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

Previous CRM, Advent Axys, Adobe and custodial portal experience is a plus