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

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