Client Service Associate - Institutional

Fiducient Advisors provides tailored and personalized investment consulting services to a variety of clients. The Client Service Associate role involves supporting Institutional Investment Consultants with account administration, client servicing, trading, and consulting projects to help clients achieve their investment goals.ResponsibilitiesAct as a liaison between custodians and clients by maintaining client records and authorized signers, managing recurring distributions, opening accounts, preparing Standing Letters of Authorization, etcAssist clients or Consultants with processing and facilitating money movements, including wires, electronic funds transfers, journals, DTC (Depository Transfer Check) of securities, ACAT (Automated Customer Account Transfer) and non-ACAT transfers in a timely manner while abiding by the Company’s Compliance policiesDraft investment trade paperwork on behalf of clients as it relates to Mutual Funds, Alternative Assets, Separately Managed Accounts, etc. in accordance with the Company’s Compliance policiesSupport clients in completing paperwork for Hedge Fund and Private Equity subscription agreements in accordance with the Company’s Compliance policiesUphold superior client service standards by providing timely follow-up, proactive communication and by being a knowledgeable resource for clients and colleaguesConducting outreach to build and maintain strong relationships with our client-base and identify firm services and solutions, such as digital, online access and cash management offerings, that support our clients’ needsSustain effective communication with firm colleagues from other departments by maintaining and updating client records and activities in the CRM, shared folders and process workflowsCollaborate with peers on accomplishing operational and administrative duties; running reports, responding to general client requests, etcSupport Institutional Consultants with daily business practices including portfolio administration, client audit requests, telephone coverage, coordination of client meetings and special projectsSkillsBachelor's Degree or relevant work experience1-3 Years in Investment Consulting or Financial Industry ExperienceProficiency in Microsoft SuiteBroad investment knowledge including experience with mutual funds, investment managers, 401(k) and/or Defined Benefit Plan administrative procedures preferredBasic understanding of cash flow objectivesPrevious CRM, Advent Axys, Adobe and custodial portal experience is a plusThoughtful ability to establish rapport and build relationshipsExceptional communication in a public setting with notable writing and presentation skillsAdaptability when priorities shift and able to work independentlySound judgment and problem-solving skillsInnovative, curious, and enthusiasticDetail-oriented with a high level of accuracy and organizationAbility to cultivate and develop inclusive and collaborative working relationships to support a sense of belongingPassionate about working in an organization that values and promotes inclusion and belongingBenefitsGenerous PTO with optional rollover10 Holidays with additional half days off for specific holidays throughout the yearBereavement Time –inclusive time off for a loved one, unborn child, or pet.Employer Paid Parental, Personal and Family leaves.Professional Development Day for eligible examsExclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and moreKindBody – Family & Fertility AssistanceWellness Reimbursement ProgramProfessional Development Designation reimbursementEmployee Referral ProgramEmployee Resource Groups, Mentorship Program & New Hire Cohort401K Plan with company matchCell Phone Reimbursement ProgramCompany OverviewFiducient Advisors specializes in retirement planning, healthcare, investment strategies, business consultation, and advisory services. It was founded in 1995, and is headquartered in Chicago, Illinois, USA, with a workforce of 201-500 employees. Its website is https://www.fiducientadvisors.com/.



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