Institutional Client Services Representative

Index Fund Advisors, Inc.; United States; On-site; USD 81,000 - 99,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Paid vacation and holidays

401(k) with company match

Job summary

Index Fund Advisors, Inc. (IFA) seeks seasoned client-service professionals to support institutional relationships with fiduciary care and precise service.

You will serve as primary service contact for institutional clients, coordinate documentation and reporting, and work closely with advisors, custodians, and internal teams to prepare materials for meetings, ensuring timely follow-through and compliance.

Qualifications

• Experience in institutional client service, investment management, wealth management or financial services.
• Excellent written and verbal communication skills.
• Strong organizational skills and careful attention to detail.
• Ability to manage multiple priorities and meet deadlines.
• Professional judgment, discretion and a client-first mindset.
• Familiarity with investment accounts, custodial platforms or portfolio reporting is preferred.
• Bachelor’s degree or equivalent professional experience.

Responsibilities

• Serve as a primary service contact for institutional clients
• Respond promptly and professionally to client requests
• Coordinate account documentation, reporting and service activities
• Work closely with advisors, custodians and internal departments
• Prepare materials for client meetings and presentations
• Maintain accurate records and follow established compliance procedures
• Anticipate client needs and ensure timely follow-through

Skills

Client service

Communication skills

Organizational skills

Time management

Professional judgment

Custodial platforms familiarity

Education

Bachelor’s degree

Job description

Index Fund Advisors, Inc. (IFA) is a privately held, SEC-registered investment adviser located in Irvine, California. IFA manages approximately $7 billion in assets under management, employs more than 50 employees, and is solely owned by its founder and CEO.

IFA is seeking accomplished client-service professionals to support our institutional relationships and deliver the responsive, detail-oriented service our clients expect.

This position is well suited for someone who communicates confidently, develops strong professional relationships and takes ownership of every client interaction.

Key Responsibilities

• Serve as a primary service contact for institutional clients
• Respond promptly and professionally to client requests
• Coordinate account documentation, reporting and service activities
• Work closely with advisors, custodians and internal departments
• Prepare materials for client meetings and presentations
• Maintain accurate records and follow established compliance procedures
• Anticipate client needs and ensure timely follow-through

Ideal Qualifications

• Experience in institutional client service, investment management, wealth management or financial services
• Excellent written and verbal communication skills
• Strong organizational skills and careful attention to detail
• Ability to manage multiple priorities and meet deadlines
• Professional judgment, discretion and a client-first mindset
• Familiarity with investment accounts, custodial platforms or portfolio reporting is preferred
• Bachelor’s degree or equivalent professional experience

Why Join IFA?

IFA has helped investors pursue a disciplined, evidence-based approach to investing since 1999. You will join an experienced team committed to fiduciary care, investor education and exceptional client service.

Compensation and Benefits

• $90,000 annual salary
• Medical, dental, and vision insurance
• Paid vacation and holidays
• 401(k) with company match

Candidates throughout the United States are encouraged to apply.