55ip Enterprise Advisor Services - Associate

J.P. Morgan; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

A leading company in financial services is seeking an Enterprise Advisor Service Associate to join their Client Advisory team. This role ensures top-notch client experience through support and operational functions for the growing 55ip platform. The ideal candidate will leverage their expertise to assist clients and collaborate with internal teams.

Qualifications

• Experience working with Custodians (Fidelity, Schwab, etc.)
• Familiarity with investment account management.
• Advanced skills in Excel & PowerPoint.

Responsibilities

• Answer client requests and questions via email and phone.
• Facilitate reporting for trading operations team.
• Assist with onboarding of newly signed clients.

Skills

Communication

Client Servicing

Operational Expertise

Problem Solving

Education

5+ years of experience

Tools

Salesforce

Service Cloud

Excel

PowerPoint

Job description

Description

55ip is the intersection between technology and financial services bringing tax smart solutions to our clients globally.

Job summary:

As a 55ip Enterprise Advisor Service Associate within the 55ip Client Advisory team, you will be instrumental in providing a best-in-class client experience. You will assist our vast and growing client base from onboarding to continued use of the 55ip platform. You will also work behind the scenes to support operational functions that enhance the external client experience and empower our internal partners. As our firm and the Advisor Services team grow, your role as the hub of the Client Solutions group will become even more critical. You will not only provide top-notch client services but also contribute to operational, reporting, and process creation.

Job responsibilities:

• Answers client requests and questions via e-mail and live phone call
• Communicate operational notifications to clients via email
• Facilitate reporting for trading operations team
• Partner with Advisor Success Managers on client servicing, providing operational expertise to an SME level
• Assisting with onboarding of newly signed clients, overseeing the integration of client account information with 55ip Platforms
• Provide client feedback to product and technology teams
• Work with Product and Marketing teams to create client facing collateral for existing clients and prospects

Required qualifications, skills and capabilities:

• Experience working with Custodians (Fidelity, Schwab, Pershing, Raymond James)
• Experience answering investment and investment account management questions
• Experience working with Investment Advisors
• Familiarity with Salesforce and Service Cloud
• Superior verbal and written communication skills
• 5+ years of experience
• Advanced skills in Excel & PowerPoint

Preferred qualifications, skills and capabilities::

• Python experience is a plus