Client Service Support

1341 Guggenheim Partners Investment Management Holdings, LLC; New York (NY); On-site; USD 100,000 - 115,000; Full time

Job summary

Guggenheim Investments in New York City seeks a Client Service Support to lead internal operations for a dedicated client service team, coordinating onboarding, and account setup across stakeholders. This role aligns daily with senior and junior staff and reports to the Deputy Head of Client Service Operations.

The position requires a Bachelor's degree and 2+ years in asset-management operations or client support, with proficiency in Salesforce, Excel, Word, PowerPoint, and Outlook.

Qualifications

• Bachelor's degree or equivalent experience.
• 2+ years in operations, client support, or project coordination within asset management.
• Strong project coordination and workflow management skills.
• Proficiency in Salesforce (or other CRM), Excel, Word, PowerPoint, and Outlook.
• Strong attention to detail and organizational skills.
• Effective 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 internal onboarding execution, serving as primary coordinator across internal stakeholders.
• Provide expertise as an operational subject matter expert for onboarding funds and SMAs.
• Coordinate opening and closing of client accounts on the accounting platform using client tools.
• Gather, organize, and track onboarding documentation using Salesforce and other systems.
• Coordinate with operations, legal, compliance, and investment management teams to execute onboarding tasks.
• Assist with handling internal operational items, coordinating across functional areas.
• Provide day-to-day operational support to the Senior Client Service Executive.
• Work closely with Junior Client Service Associate on daily operations.
• Maintain accurate client information, files, and documentation in Salesforce.
• Ensure data consistency across all client records.
• Support preparation and coordination of timely DDQ responses across internal teams.

Skills

Operations coordination

Client service

Communication

Education

Bachelor's degree

Tools

Salesforce

Excel

PowerPoint

Outlook

Job description

Position Summary

Guggenheim 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.

Key Responsibilities

• Ensure 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 needs.


• Provide 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.

Basic Qualifications

• Bachelor's degree or equivalent experience


• 2+ years of experience in operations, client support, or project coordination within asset management


• Strong project coordination and workflow management skills


• Proficiency in Salesforce (or other CRM), Excel, Word, PowerPoint, and Outlook


• Strong attention to detail and organizational skills


• Effective written and verbal communication skills


• Ability to manage multiple tasks and meet deadlines

Preferred Qualifications

• Experience with client onboarding in asset management or financial services


• Familiarity with Fixed Income products or institutional asset management


• Understanding of front-office and middle-office workflows


• Experience with institutional clients (asset managers, insurance companies, pension funds)


• Exposure to compliance and regulatory documentation

Salary Range

Annual base salary between $100,000.00-$115,000.00. The 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.

Company Culture & Principles

We 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.

We encourage you to review Our Firm page to learn more about how we seek to create value through our diversified businesses.

We are looking for people who take ownership, adhere to the highest standards, and think creatively to realize opportunities.

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.

Learn more at GuggenheimInvestments.com, and follow us on LinkedIn.