Client Services Associate

Our client seeks a Client Services Associate to join a top investment management firm in Greenwich, CT. You will play an integral part in supporting clients, facilitating the seamless onboarding of new accounts, and collaborating with cross-functional teams. The organization is committed to talent development, offering robust training and growth opportunities in a collaborative culture that values teamwork, knowledge sharing, and mutual respect.

Key Responsibilities:
In the esteemed capacity of Client Services Associate, you will become an indispensable member of a dedicated team committed to delivering superior service to clients whilst underpinning essential operational processes within asset management. Your remit will encompass cultivating enduring relationships with clients through attentive support, overseeing onboarding procedures for new accounts with precision, collaborating with internal teams such as Portfolio Implementation and Engineering to optimize workflows, and proactively identifying opportunities for process refinement. Success in this role requires balancing numerous obligations with exactitude whilst upholding exemplary standards of professionalism. You will be encouraged to contribute thoughtfully to initiatives aimed at enhancing operational efficiency, participate in strategic projects influencing the future direction of the business, and expand your expertise within an environment that values collective achievement and continuous learning.

• Develop a comprehensive understanding of products and asset classes whilst demonstrating a sincere interest in the investment management sector.
• Deliver distinguished inbound and outbound client support by servicing existing clients, evaluating prospects, and ensuring prompt follow-up communications.
• Facilitate the onboarding of new Registered Investment Advisors (RIAs) and accounts into the Separately Managed Account (SMA) function with scrupulous attention to procedural accuracy.
• Oversee daily contribution, withdrawal, and transfer processes for Flex Separately Managed Accounts by coordinating documentation between business development, legal teams, and clients.
• Collaborate closely with the Portfolio Implementation Team to interpret daily cash flow information into actionable insights that promote portfolio optimization.
• Address operational inquiries encompassing infrastructure matters by orchestrating responses across pertinent departments to ensure timely resolution.
• Work alongside the Onboarding Team to assist in launching new strategies that may be intricate or novel in nature.
• Engage regularly with the Engineering team to refine systems and enhance technology as well as processes related to cash flows and client account administration.
• Discern operational inefficiencies across various product structures and contribute towards establishing scalable workflows—whether automated or outsourced—to harmonize functions throughout the platform.
• Support both tactical and strategic project initiatives by monitoring progress on projects that span multiple divisions within the firm.

Key Requirements:
The ideal candidate for the Client Services Associate position brings demonstrable experience from an asset management context where supporting clients was central to their remit. Your academic credentials provide a robust foundation upon which you have developed practical expertise over several years in analogous roles. You are recognized for your refined communication abilities—both written and oral—which facilitate positive interactions internally as well as externally. Your approach is characterized by empathy, reliability, and an unwavering commitment to assisting others. You flourish when working collaboratively, yet are equally adept at exercising initiative when circumstances require. Your facility with Microsoft Office tools enables effective data management, whilst your exceptional organizational skills allow you to seamlessly manage multiple tasks. Experience overseeing projects further distinguishes you by equipping you with structured methodologies for addressing complex challenges. Above all else, your passion for delivering exemplary client experiences marks you out as someone who will thrive within this supportive team environment.

• A bachelor’s degree in a relevant discipline is requisite as it provides foundational knowledge indispensable for success in this appointment.
• Three to five years’ experience within asset management focused on client services ensures you possess practical insight into industry best practices.
• The ability to work both autonomously and collaboratively within a team setting demonstrates your adaptability and willingness to share expertise with colleagues.
• Exemplary written and verbal communication skills enable you to interact effectively with clients as well as internal stakeholders.
• A genuine enthusiasm for client service combined with proficiency in managing concurrent priorities allows you consistently to deliver results of the highest caliber under demanding circumstances.
• Outstanding organizational skills coupled with adeptness at multi-tasking empower you to meet stringent deadlines without compromising attention to detail.
• Prior exposure to project management is considered advantageous as it enhances your capability for overseeing complex initiatives from inception through completion.
• Proficiency in Microsoft Office Suite—particularly Excel—ensures you can analyze data efficiently and prepare reports essential for informed decision-making.

What sets this company apart:
This distinguished organization sets itself apart as a leader in investment management not solely through its impressive record but also through its unwavering dedication to fostering an inclusive workplace where every perspective is valued.

What's next:
If interested in this position, please contact Michael Kelly at +1 332 205 3880 or Michael.Kelly@robertwalters.com