Client Associate

Immediate need for a talented

• Provide support to a Client Advisory Team in the communication and implementation of client investment strategies.
• Draft letters of instruction, complete account applications, manager agreements and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm’s Capital Markets Group.
• Act as information provider to accountants, banks, investment managers and other professionals also supporting clients.
• At the same time, they should enjoy learning and growing and be motivated to take on new challenges. Due to the required expertise in all client operational matters, this role will serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports

• Bachelor’s degree. Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.
• The ideal candidate will possess strong analytical, quantitative, problem-solving, and client service skills. Being detail-oriented and understanding time-sensitive issues are extremely important, along with having solid PC and Microsoft Office suite skills, particularly Excel.
• Being comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
• They will need to show a positive attitude and initiative in all aspects of the position, as well as demonstrate the ability to prioritize tasks in the face of competing demands.
• At the same time, the candidate must be engaged in learning and growing and be motivated to take on new challenges.
• Strong verbal and written communication skills are important to the role.
• Basic understanding of investments including mutual funds, separately managed accounts, and alternatives is preferred.