Client Support Assistant

POSITION DESCRIPTION

Job Title:

Client Support Assistant

Date:

August 2025

Department

Portfolio Management

Reports To:

Portfolio Manager

FLSA Classification:

Non-exempt

Summary / objective of position:

Performs a wide range of administrative support, often of a highly confidential and complex nature, for Portfolio Manager (PM) Unit. Assists in providing a variety of services to clients. Uses initiative and good judgment to prioritize and complete tasks accurately and timely.

Essential functions of position:

Develop familiarity and working knowledge of client accounts

Complete client account responsibilities including, but not limited to preparing new account paperwork for advisory accounts, IRAs, mutual funds, 529 plans, etc.

Open and close client accounts

Prepare paperwork for account transfers

Compose and type correspondence to clients, businesses and financial institutions

Charitable and non-charitable gifting of cash and securities

Process all types of cash flow management including checks, ACHs (automated clearing house), wire transfers, incoming and outgoing electronic fund transfers, bill paying, etc.

Act as a liaison with PM Group, other departments within the firm, primary custodial bank and other financial institutions

Draft and assemble meeting booklets for wealth management review of client portfolios

Handle direct client communications, including telephone and email correspondence

Assist with client communications including quarterly client reports and tax reporting

Be available to answer calls, resolve issues and respond to client requests in a timely fashion

Assist with special projects (client events, Christmas cards, tickets and gifts for clients, fill in for receptionist, etc.)

Schedule meetings and manage portfolio manager's calendar, as requested

Plan and complete ongoing professional development

Preferred education and experience

High school graduate with higher education in business a plus

Experience with investments and financial services preferred

Must possess excellent organizational skills

Highly detail-oriented with the ability to manage multiple projects simultaneously in a fast-paced environment

Excellent typing and computer skills

Proficient in Word, Excel, Outlook and PowerPoint

Ability and desire to contribute to a team effort

Demonstrates a high level of initiative and professionalism

Excellent communication and problem-solving skills

Supervisory responsibility: N/A

Travel required: N/A

Work environment: Temperature controlled, office environment

Physical demands: Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.

Additional eligibility requirements: N/A

Work authorization/security clearance requirements: United States Citizen or lawful permanent resident

EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.

Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.