Senior Client Service Specialist

Location: Cincinnati, OH (On-site)

Department: Operations

About the Role / Position Summary

The Senior Client Service Specialist provides day-to-day support to Institutional client relationships. The position requires coordinating activities with clients, investment managers, custodians and FEG operation staff. The position entails resolving various account specific administrative and operational inquiries.

What You'll Do / Position Responsibilities

• Preparation and execution of investment activities for clients through the coordination with FEG consultant teams, investment managers, custodians, fund administrators and FEG operation staff.
• Activities include processing client cash needs, population of custodial and subscription documents, processing private capital calls and distributions
• Lead communication efforts with custodians, investment managers, vendors, etc. for internal teams, resolving issues that arise on behalf of clients, and providing updates internally.
• Backup to multiple roles within the broader operations team.
• Support the team responsible for managing the firm's most complex operational clients.
• Participate in client service projects focused on increasing efficiency in the flow of operational work.

You'll Enjoy This Job If You... / Skills & Characteristics

• Listen and learn while still taking full ownership of individual scope of work.
• Take pride in having and continuing to develop expert financial data domain knowledge.
• Enjoy ensuring clients have excellent customer service.
• Care about data quality and consistency.
• Create & follow processes while thinking through efficiency.
• Engage collaboratively with clients, investment teams and peers.
• Prioritize effectively and decisively across complex teams and competing priorities.
• Enjoy working in and learning about the financial investment industry.

What We Expect / Qualifications

• Bachelor's degree, preferably with a business focus. For certain positions, we accept a high school diploma, GED, or National Career Readiness Certificate (NCRC).
• At least five years' of work experience in the investment management industry, with specific client service and operations experience.
• Knowledge of client custody, account management and portfolio management systems
• Ability to identify and resolve/escalate complex problems with minimal guidance and meet deadlines.
• Understanding of investment terminology including alternatives investments (i.e. hedge funds and private capital)
• Experienced in Microsoft Office, Excel, PowerPoint, and SharePoint with strong attention to detail, excellent written and verbal communication skills and high work ethic.

What We Offer / Benefits & Compensation

• Competitive compensation and bonus opportunities commensurate with qualifications and performance.
• Employer-paid life/STD/LTD and subsidized Medical, Dental, & Vision plans.
• Wealth Benefits including company contributions into 401(k) and ESOP programs.
• Paid Time Off (Holidays, PTO, Parental Leave) and flexible/hybrid working.
• Employee-led culture committees dedicated to enabling a happy and healthy company culture.

Why FEG? / About the Company

FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients1, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices.

Founded in 1988, FEG has served communities, both directly and by helping our clients fulfill their missions, for over 35 years. FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $100.4 billion2 in client assets under advisement.

LIMITATIONS AND DISCLAIMER

The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.

This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws.

Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an "at-will" basis.

1
Institutional clients include Charitable organizations, Community Foundations, Corporate, Healthcare, Higher Education, Independent Schools,…