Client Service Associate

FCI Advisors

Job Title: Client Service Associate

Reports To: Senior Vice President

Department: Business Intelligence

Work Location: 5901 College Blvd

Job Description

Purpose

Provide support to portfolio managers. Duties focused on tasks related to client portfolios and client-facing activities. This role will be accountable for ensuring quality client data, providing client reports, and ensuring the schedule of multiple portfolio managers.

Essential Duties/Responsibilities to be performed with or without accommodation

• Provide administrative support to portfolio managers

• Assist with preparing for client meetings, including scheduling meetings, some printing and binding of meeting materials, and scanning & filing related documents

• Develop an understanding of client portfolios and relationships

• Communicate effectively with clients via phone, e-mail, and in person as needed on behalf of the portfolio manager

• Onboarding new client accounts by ensuring appropriate documents and communication are provided

• Additional support may include creating/updating spreadsheets, report generation, and aiding in monitoring of portfolios at manager's direction

• Present complete, timely, and accurate client deliverables in an efficient manner

• Assist and/or participate with projects

• Support the operations and investment staff with periodic requests

• Regular attendance is a requirement of this job

Other Duties/Responsibilities

• Other duties as assigned

Requirements

Experience, Education, Certifications, Licenses required to perform essential functions

• Bachelor's degree preferred in finance, accounting, or related subject, or equivalent experience

Knowledge, Skills, Abilities required to perform essential functions

• Basic knowledge of investments

• Ability to meet client needs and expectations

• Ability to operate a personal computer with proficiency including key tools such as Microsoft Word, Excel, and PowerPoint

• Ability to communicate effectively in both oral and written form to all levels of the organization

• Skill in completing assignments accurately with attention to detail

• Ability to work successfully as a member of a team and independently

Work Environment and Physical Demands required to perform essential functions

• Moderate noise (business office with computers, phone, printers, light traffic)

• Ability to sit at a computer for an extended period of time

• Regularly required to sit, stand, talk, hear, and use hands and fingers to operate a computer keyboard and telephone

• Specific vision abilities include close vision requirements due to computer work

Preferred Qualifications

• Experience within investment management office environment

• 1-3 years of client interaction / support experience

• Compliance related experience

• Positive mindset toward client relations

• Strong verbal and written communication skills

• Ability to organize time and perform tasks

• Deadline oriented

• Proficiency in Excel

FCI Advisors is an Equal Opportunity Employer