Senior Client Success & Portfolio Operations

Stifel Financial Corp.; San Francisco (CA); Híbrido; USD 80.000 - 111.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary bonuses

Health/Dental/Vision insurance

Tuition & certification assistance

Paid time off

Flexible spending accounts

Descripción de la vacante

1919 Investment Counsel, LLC is seeking a Senior Client Service Associate to provide administrative, operational, and analytical support to Portfolio Managers and Client Advisors in a high-touch client service environment. The role involves managing client accounts, preparing custom materials, and coordinating meetings with a focus on accuracy and compliance.

The position requires 3+ years in financial services, a Bachelor's degree or equivalent experience, and proficiency with Microsoft Office

Formación

• Bachelor's degree or equivalent experience.
• 3+ years of related experience in financial services.
• Preferred: Private Wealth Management or Portfolio Administration experience.
• Proficiency with Microsoft Office and CRM tools.

Responsabilidades

• Provide administrative, operational, and analytical support to Portfolio Managers and Client Advisors.
• Assist with client administration: account openings, terminations, and billing.
• Prepare customized client materials and coordinate meeting logistics.
• Provide trade support and monitor portfolios for cash and settlements.
• Coordinate with attorneys, accountants, and custodians.
• Maintain client records and draft correspondence.
• Review reports for accuracy and update CRM (Salesforce).
• Test new applications and system enhancements.

Conocimientos

High-touch client service

Interpersonal communication

Organizational skills

Multi-tasking

Team collaboration

Educación

Bachelor's degree or equivalent experience

Herramientas

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Adobe

Advent APX

Moxy/Genesis

Black Diamond

Salesforce

Descripción del empleo

What You'll Be Doing

The Senior Client Service Associate-1919 will provide administrative, operational, and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy client service and should have experience working closely with clients and co-workers. The Senior Client Service Associate must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics.

What We're Looking For

• Assist with all client administrative functions including, but not limited to: account openings, account terminations, receiving assets, obtaining and adjusting cost basis, distributing assets, handling disbursements, processing cash, delivering in-kind charitable contributions, handling 401(k) rollovers, determining appropriate paperwork and governing documents, and ensuring correct client billing.
• Prepare customized client materials for periodic reporting and meeting including the coordination of presentation material delivery for client and prospective client meetings, in addition to potentially attending client meetings.
• Provide trade support for the Portfolio Managers and Client Advisors.
• Closely monitor investment portfolios for cash, maturities and settlements to ensure that funds are available to clients and that portfolios align with investment guidelines.
• Instructs custodians to wire funds or prepare checks at the request of the client after review and approval of supporting documents and instructions.
• Coordinate with third parties such as attorneys, accountants and auditors as requested by client.
• Proactively review clients’ security holdings and daily transaction activity, while working closely with trading, operations and various custodians to ensure that positions and asset values are up to date and accurate.
• Develop client relationships through timely and personable communication.
• Maintain digital record of telephone and written contact with clients and third parties, including drafting client correspondence for review and approval.
• Review all reports, including performance, for accuracy and work with Operations to ensure accurate client reporting. Test new applications and system enhancements.
• Update relevant information in portfolio management accounting systems and Client Relationship Management (CRM) system (Salesforce).
• Work on larger and more sophisticated accounts.
• Has autonomy over work and may be required to review the work of Client Service Associates who are less tenured.

What You'll Bring

• Proven experience working in a high-touch client service environment.
• Knowledge of principles and processes for providing excellent interpersonal and communication services, including client needs assessment, meeting quality standards for services, and evaluation of client satisfaction.
• Highly organized, efficient and attentive to detail. Self-motivated and able to multi-task in an independent and timely manner.
• Team player who goes above and beyond in anticipating the needs of portfolio management teams.
• Knowledge of economic and accounting principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
• Knowledge of and experience with using analytical skills.
• Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problem solving.

Education & Experience

• Minimum Required: Bachelor's degree in a related field or equivalent experience.
• Minimum Required: 3+ years of related experience in financial services, or a combination of education and internships relating to Private Wealth Management.
• Preferred: Experience in Private Wealth Management or Portfolio Administration.

Systems & Technology

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook
• Experience with Adobe, Advent APX, Moxy/Genesis, Black Diamond, Salesforce

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Compensation Range

Salary: USD $80,000.00/Yr. - USD $111,000.00/Yr.

Actual salaries may vary, and may be based on several factors, including but not limited to each candidate’s qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel’s overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel’s current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
About Stifel

1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.

1919 Investment Counsel is an Equal Opportunity Employer.