Client Service Associate

Focus Financial Partners; Stamford (CT); On-site; USD 62,000 - 67,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package (med, d

401(k)

Job summary

NorthCoast Asset Management in Stamford, CT is hiring a Client Service Associate who reports to the Senior Director of Operations. You will collaborate with the marketing and operations teams, process client paperwork with custodians, and enter client data into our CRM and portfolio systems in an in-office environment.

Required: Bachelor's degree; strong Excel, Word and PowerPoint; proactive communication and impeccable attention to detail. Salesforce experience is a plus.

Qualifications

• Bachelor's degree is required.
• Strong command of Microsoft Word, PowerPoint, and Excel.
• Proactive communication and follow-up.
• Excellent verbal and written communication skills.
• Impeccable attention to detail.
• Experience in the financial services industry a plus.
• Salesforce experience a plus.

Responsibilities

• Submit and manage client paperwork to custodians.
• Manage and own custodial paperwork changes.
• Enter client information in our CRM and portfolio account system.
• Managing our CRM system.
• Troubleshooting system, custodial and client operational issues.
• Answer phones, and route client requests appropriately.
• Research and resolve any client account issue.
• Help coordinate company lunches and team events.
• Welcome visitors and assist with client mailings.
• Help with ordering office supplies, distributing mail, office maintenance and conference room scheduling

Skills

Microsoft Word

PowerPoint

Excel

Proactive communication

Communication skills

Salesforce

Education

Bachelor's degree

Tools

Salesforce

Job description

Job Description Summary

NorthCoast Asset Management, is looking for a Client Service Associate to join their team. This role will report directly to the Senior Director of Operations and work closely with the marketing and operations team. This role is fully in-office out of our Stamford, CT office.

Primary Responsibilities

• Submit and manage client paperwork to custodians.
• Manage and own custodial paperwork changes.
• Enter client information in our CRM and portfolio account system.
• Managing our CRM system.
• Troubleshooting system, custodial and client operational issues.
• Answer phones, and route client requests appropriately.
• Research and resolve any client account issue.
• Help coordinate company lunches and team events
• Welcome visitors and assist with client mailings.
• Help with ordering office supplies, distributing mail, office maintenance and conference room scheduling

Qualifications

• Bachelor’s degree is required
• Strong command of Microsoft Word, PowerPoint, and Excel
• Proactive communication and follow-up.
• Excellent verbal and written communication skills
• Impeccable attention to detail
• Experience in the financial services industry a plus
• Salesforce experience a plus.

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $62,400 - $66,560 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

• annual cash bonus
• comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k)

NorthCoast Asset Management is an active investment management firm founded in 1988 and based in Stamford, Connecticut with over $5 billion in assets and 40 employees. The firm provides investment solutions for individuals, financial advisors, and institutions. We believe a thoroughly researched and systematic investment process grounded in common sense will outperform intuition over time.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit [www.focusfinancialpartners.com] https://urldefense.com/v3/ https://protect.checkpoint.com/v2/ https://mcas-proxyweb.mcas.ms/certificate-checker?login=false&originalUrl=http://www.focusfinancialpartners.com.mcas.ms FcasTsid=20892&McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e .YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO;JSUlJSU!!Nyu6ZXf5!qYT9Rd4wR0ZgEL1nDu9sWeQQkVzC5dMHJ82PVWn5aNWNJBhS5U-dzsU2n3ClTkROLDpR5SHRwiubMzuSAbVuoZyJw08VEw_v$)or follow the company on [LinkedIn] https://urldefense.com/v3/ https://protect.checkpoint.com/v2/ https://www.linkedin.com/company/focus-financial-partners .YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO;!!Nyu6ZXf5!qYT9Rd4wR0ZgEL1nDu9sWeQQkVzC5dMHJ82PVWn5aNWNJBhS5U-dzsU2n3ClTkROLDpR5SHRwiubMzuSAbVuoZyJw4s0PlgV$).

EEO Statement : Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

_ The following language is for US based roles only _

For California Applicants: Information on your California privacy rights can be found [here] https://protect.checkpoint.com/v2/r01/ https://urldefense.com/v3/ https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249 ;!!Nyu6ZXf5!qYT9Rd4wR0ZgEL1nDu9sWeQQkVzC5dMHJ82PVWn5aNWNJBhS5U-dzsU2n3ClTkROLDpR5SHRwiubMzuSAbVuoZyJw1DwHOXh$;YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmFkMzBiMjc2Njk1NzEzMzFmZjBjNzBkMTIwZTY4NzE1Ojc6MzJlYTo4Yzc1ZThhNjhkN2FiMTJkOTRjMmI0MWUzOTQzM2Y2ZWY0NmIyNThhY2Y5NmI2NWNkM2ViZGU2ODc1NDFhNTRhOmg6VDpA)

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.