Client Associate

Job Responsibilities:

• Provide support to the portfolio management team, including new account openings, money movement and asset transfers, monitoring client accounts, and telephone support.

• Communicate with the portfolio management team and, as necessary, others in the firm on an ongoing basis concerning all client‑related matters.

• Correspondence with clients regarding account information, cash and securities transfers, and other requests as they arise.

• Interface with client custodians, accountants, attorneys, and third‑party investment managers.

• Maintain accurate client information on internal and third‑party systems.

• Work closely with custodians and internal operations to ensure accuracy of security set‑up, cost basis, holdings, and other account information.

• Review accounts regularly to ensure there are adequate cash balances to cover upcoming liquidity needs, including management fees, tax payments, distributions, hedge fund subscriptions, and private equity capital calls.

• Assist in the preparation of meeting materials for current and prospective clients.

• Prepare paperwork for client signature, including advisory agreements, custodial forms, and subscription and redemption documents for alternative investments such as hedge funds and private equity funds.

• Act as a liaison to family office group to assist with bill paying, tax payments, and other miscellaneous needs as they arise.

• Additional duties and projects as required to support clients and the team.

• 3 years' experience with a financial advisory firm, preferably, but not required.

• Bachelor's degree or significant industry experience.

• Understanding of a broad range of investment products, experience with client service, MS Office proficiency, including excellent Excel and Word skills.

• Knowledge of Schwab Advisor Center or other custodial platforms, Docusign, and Advent APX.

Military connected talent encouraged to applyp>

VEVRAA Federal Contractor / Request Priority Protected Veteran Referrals / Equal Opportunity Employer / Veterans / Disabled

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance