Wealth Client Services Specialist - Portfolio Operations

Aspiriant; Austin (TX); Presencial; USD 55 000 - 85 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Collaborative culture

Career growth support

Education assistance

401(k) match

Health insurance up to 95%

Resumo da oferta

Aspiriant is seeking a Portfolio Administrator in Austin, TX to work directly with Wealth Managers in implementing and maintaining client portfolios and addressing client needs. This role involves high client contact and requires superb service skills in a dynamic team setting.

The ideal candidate will have a strong proficiency in Word and Excel, knowledge of Black Diamond or Salesforce is a plus, and a track record of meticulous, organized work.

Qualificações

• Bachelor’s degree or equivalent in business, accounting, finance, economics, or related field.
• Minimum of 5 years of experience in client service; financial services or investment management a plus.
• Team lead or people management experience a plus.
• Single and Multi-Family Office experience is preferred.
• Experience with Private Investments is preferred.

Responsabilidades

• Answer a high volume of requests from clients and Wealth Managers in a timely and professional manner.
• Be part of a team monitoring a joint email inbox and Business Process workflow queue throughout the day.
• Be part of client service teams helping UHNW clients with complex portfolio needs.
• Show initiative and take ownership of each task from start to finish.
• Communicate effectively in a positive manner to teammates in person, through instant messaging, and emails throughout the day.
• Generate and review quarterly performance reports, tax reports, and investment management fee bills, ensuring timely processing of each.

Conhecimentos

Word/Excel proficiency

Communication skills

Highly organized

Attention to detail

Client-oriented

Formação académica

Bachelor’s degree or equivalent

Ferramentas

Black Diamond

Salesforce

Descrição da oferta de emprego

Aspiriant is seeking a Portfolio Administrator in Austin, TX to work directly with Wealth Managers in implementing and maintaining client portfolios and addressing client needs. This role involves high client contact and requires superb service skills in a dynamic team setting.

The ideal candidate will have a strong proficiency in Word and Excel, knowledge of Black Diamond or Salesforce is a plus, and a track record of meticulous, organized work.