Senior Client Success & Portfolio Operations

1919 Investment Counsel, LLC; San Francisco, Northern (CA, KY); Hybrid; USD 80,000 - 111,000; Full time

Benefits offered by this job

Discretionary bonuses

Health/Dental/Vision insurance

Tuition & certification assistance

Paid time off

Flexible spending accounts

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

High-touch client service

Interpersonal communication

Organizational skills

Multi-tasking

Team collaboration

Education

Bachelor's degree or equivalent experience

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Adobe

Advent APX

Moxy/Genesis

Black Diamond

Salesforce

Job description

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