Client Service Support

Guggenheim Partners; New York (NY); On-site; USD 100,000 - 115,000; Full time

Job summary

Guggenheim Investments seeks a Client Service Support to lead internal onboarding execution and coordinate across legal, compliance, and investment teams. You will align daily with senior and junior client service staff and report to the Deputy Head of Client Service Operations.

Based in New York City, this full-time role requires sharp project coordination, CRM proficiency, and the ability to drive timely client account set-up and documentation through Salesforce and other systems.

Qualifications

• Bachelor's degree or equivalent experience.
• 2+ years of experience in operations, client support, or project coordination within asset management.
• Proficiency in Salesforce (or other CRM), Excel, Word, PowerPoint, and Outlook.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and meet deadlines.

Responsibilities

• Ensure timely communication of all required operational information for client accounts.
• Assist onboarding execution, coordinating across internal stakeholders.
• Serve as operational SME for onboarding of funds and SMAs; coordinate across groups.
• Coordinate opening and closing of client accounts on the accounting platform.
• Maintain client information and documentation in Salesforce; ensure data consistency across records.

Skills

Project coordination

Workflow management

Attention to detail

Written & verbal communication

Multitasking

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Excel

Word

PowerPoint

Outlook

Job description

Position SummaryGuggenheim Investments is seeking a Client Service Support individual to serve as the internal operations lead for a dedicated client service team, responsible for driving timely client onboarding execution and coordinating operational items across internal stakeholders and coordinate the opening and closing of client accounts, ensuring checklists are complete. This role will align daily with the Senior Client Service Executive and Junior Client Service Associate on daily operations and escalations while reporting directly to the Deputy Head of Client Service Operations. This role is based in New York City, full-time.ResponsibilitiesKey ResponsibilitiesEnsure timely communication of all required operational information for client accounts.Assist internal onboarding execution, serving as primary coordinator across all internal stakeholders.Provide expertise as an operational subject matter expert with regards to onboarding of funds and SMAs, ensuring all details are fully researched and addressed by all affected groups in the firm.Coordinate the opening and closing of client accounts on the accounting platform using the client and account utilities.Gather, organize, and track onboarding documentation and requirements using Salesforce and other tracking systems.Coordinate with operations, legal, compliance, investment management, and other internal teams to execute onboarding tasks.Assist with handling internal operational items, coordinating across functional areas to address client needsProvide day-to-day operational support to the Senior Client Service Executive.Work closely with Junior Client Service Associate on daily operational.Maintain accurate, up-to-date client information, files, and documentation in Salesforce: meeting notes, communications, action items, reports, presentations, and correspondence. Ensure data consistency across all client records.Support preparation and coordination of timely DDQ responses across internal teams.QualificationsBasic Qualifications:Bachelor's degree or equivalent experience2+ years of experience in operations, client support, or project coordination within asset managementStrong project coordination and workflow management skillsProficiency in Salesforce (or other CRM), Excel, Word, PowerPoint, and OutlookStrong attention to detail and organizational skillsEffective written and verbal communication skillsAbility to manage multiple tasks and meet deadlinesPreferred Qualifications:Experience with client onboarding in asset management or financial servicesFamiliarity with Fixed Income products or institutional asset managementUnderstanding of front-office and middle-office workflowsExperience with institutional clients (asset managers, insurance companies, pension funds)Exposure to compliance and regulatory documentationWe are not seeking agency assistance with this role.We are unable to consider candidates who require current or future visa sponsorship for employment in the United States. Candidates must be authorized to work in the US without current or future visa sponsorship or transfer.Salary RangeAnnual base salary between$100,000.00-$115,000.00The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.About Guggenheim InvestmentsWe focus relentlessly on delivering results through innovative solutions. We relish opportunities to solve complex problems through exhaustive approaches. As we conduct our business every day, every member of Guggenheim is expected to uphold our uncompromising standards for integrity and excellence and to be personally accountable for their actions and business results.Our principles entail engaging highly talented people, challenging them to think creatively, and encouraging them to achieve extraordinarily high standards in their fields of expertise. To succeed at Guggenheim, candidates should be a strong fit with our business principles, culture, and value system. We encourage you to review Our Firm page to learn more about how we seek to create value through our diversified businesses. Visit the link below to review our current openings and job descriptions and to apply today.We offer compelling opportunities for self-starters who take great pride in the quality of their work and seek to exceed expectations. We are looking for people who take ownership, adhere to the highest standards, and think creatively to realize opportunities.Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at GuggenheimInvestments.com, and follow us on LinkedIn.