Client Services Associate

Shaker Investments, LLC; Cleveland (OH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Life and disability insurance

401(k) plan

Paid time off and holidays

Job summary

Shaker Investments, LLC in Cleveland is looking for a Client Services Associate to support client services and marketing functions. This position is ideal for an early-career professional who enjoys problem-solving and collaboration. Responsibilities include assisting with client paperwork, maintaining marketing materials, and managing office supplies. The role offers valuable experience in a collaborative environment, with a focus on maintaining client confidentiality and data security. Benefits include health coverage and a 401(k) plan.

Qualifications

• Strong quantitative and problem-solving skills.
• Strong organizational skills with the ability to prioritize tasks.
• Ability to work independently and in a team.

Responsibilities

• Assist with client paperwork and account administrative needs.
• Maintain the firm’s website and marketing materials.
• Order supplies and manage office telecommunications.

Skills

Quantitative and problem-solving skills

Organizational skills

Written and verbal communication skills

Time management

Financial analytical skills

Tools

Microsoft Excel

HubSpot CRM

Bloomberg

Job description

Shaker Investments (www.shakerinvest.com) is an employee-owned, fee-based investment adviser founded in October 1991 that actively manages equity investment portfolios for clients. It was established with a clear investment philosophy that through in-depth research, superior investment returns can be achieved by finding small and mid-cap companies within growing industries that have strong fundamentals and catalysts for future growth. Shaker Investments’ portfolio management and research team has an average of 21 years of experience in the investment management industry.

Overview of Role:

The Client Services Associate will support the firm’s client services and marketing functions while working with internal and external partners. This role is ideal for an early-career professional who enjoys problem-solving, collaborating with others, and understanding how operational systems and processes work together. The position offers meaningful hands-on experience, increasing responsibility, and the opportunity to become a valued contributor within a collaborative and growing investment management firm.

Job Responsibilities:

1. Client Administration

• Assist with client paperwork for various client administrative needs such as account openings, IRA distributions, account closings, transfers, gifts, etc.
• Prepare and send quarterly client statements and other client mailings
• Log client communication in the firm CRM system
• Maintain client files while ensuring data security and confidentiality
• Submit proxy voting and litigation/class action documentation
• Assist with trading operations and trade processing

2. Marketing

• Maintain the firm’s website and LinkedIn page
• Update marketing materials including fact sheets, pitch decks and client communications.
• Help identify sources of potential clients
• Assist in the preparation of investment return statistics

3. General Administration

• Order and stock supplies for the office
• Answer phones and manage the telecommunications system for the office
• Perform other duties as assigned.

This role works closely with Portfolio Managers, Operations and Compliance, as well as with external clients, advisors and custodians.Candidates must be comfortable working in a small, collaborative environment where priorities may shift.

Qualifications:

• Strong quantitative and problem-solving skills
• Maintains absolute confidentiality of all client information and safeguards client and company data; maintains high ethical standard in all practices
• Strong organizational skills: ability to analyze, interpret data/instructions, and ask questions
• Ability to manage time effectively and prioritize tasks in a deadline-driven environment
• Strong written and verbal communication skills and interpersonal skills
• Ability to work independently while functioning as part of a small team
• Financial analytical skills, knowledge of account structures and interest in investments a plus
• Experience with Microsoft Excel, Microsoft Word, PowerPoint, Outlook; Teams, HubSpot CRM, Bloomberg and/or portfolio accounting systems (e.g., Advent APX) (preferred)
• Medical, dental and vision coverage
• Life and disability insurance
• 401(k) plan
• Paid time off and paid holidays

For more information or to apply, please email [e-mail].