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Jacob William Advisory
Cockeysville, MD, United States
Description Jacob William Advisory, an independent advisory firm in Cockeysville, MD, is seeking a motivated and detail-oriented individual with a passion for helping others to join our growing team as a Client Service Associate. This position plays an important role in supporting our Advisors and creating an exceptional customer experience for cl
Job Source: Jacob William AdvisoryMorgan Stanley
Lutherville Timonium, MD, United States
POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an und
Job Source: Morgan StanleyMorgan Stanley
Hunt Valley, MD, United States
POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an unders
Job Source: Morgan StanleyMorgan Stanley
Lutherville
*POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an under
Job Source: Morgan StanleyMorgan Stanley
Baltimore, MD, United States
POSITION SUMMARY: Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an unders
Job Source: Morgan StanleyMarsh McLennan Agency
Hunt Valley, MD, United States
Marsh McLennan Agency Customer Service Associate, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 9,000 of the industrys brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Le
Job Source: Marsh McLennan AgencyMarsh & McLennan Companies
Hunt Valley, MD, United States
Marsh McLennan Agency Customer Service Associate, Business Insurance. Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 9,000 of the indu Client Service, Insurance, Business, Associate, Customer Service, Retail
Job Source: Marsh & McLennan CompaniesClark Insurance
Hunt Valley, MD, United States
Company: Marsh McLennan Agency Description: Marsh McLennan Agency Customer Service Associate, Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver
Job Source: Clark InsuranceBaltimore, MD, United States
Summary
The Client Service Associate 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 Client Service Associate must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics.
Essential Duties and Responsibilities
* Assists with all client administrative functions which includes but is 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, determining appropriate paperwork and governing documents, and ensuring correct client billing.
* Prepares customized client materials for periodic reporting and meetings. Coordinates delivery of presentation materials for client and prospective client meetings. May attend client meetings.
* Closely monitors investment portfolios for cash, maturities, and settlements to ensure that funds are available to clients and that portfolios are in line with investment guidelines. Instructs custodians to wire funds or prepare checks at the request of the client after review and approval.
* Coordinates with third parties such as attorneys, accountants and auditors as requested by client.
* Proactively reviews clients' security holdings and daily transaction activity. Works closely with trading, operations and various custodians to ensure that positions and asset values are up to date and accurate.
* Maintains digital record of telephone and written contact with clients and third parties, including drafting client correspondence for review and approval.
* Reviews all reports, including performance, for accuracy and works with Operations to ensure accurate client reporting. Tests new applications, updates and system enhances.
* Updates relevant information in portfolio management accounting systems and Client Relationship Management (CRM) system.
Qualifications
* Proven experience working in a "high-touch" environment.
* Knowledge of principles and processes for providing excellent interpersonal and communication services. This includes client needs assessment, meeting quality standards for services, and evaluation of client satisfaction.
* Highly organized, attentive to detail. Self-motivated, able to multi-task in an independent and timely manner. Team player.
* Knowledge of economic and accounting principles and practices, the financial markets, the industry, the analysis and reporting of financial data, and associated terminology.
* Knowledge and experience using analytical skills
* Thorough knowledge and proficiency with Microsoft Office specifically Powerpoint, Excel, Word and Outlook is required. Experience with FactSet, Bloomberg, InvestorTools, Advent APX, Moxy, Trust Accounting Systems and CRM technology also a plus.
* Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problem solving.
Education and Experience
* Minimum Required: Bachelor's degree in related field or equivalent experience
* Minimum Required: 1 to 3 years' related experience in financial services, preferably in Private Wealth Management, Portfolio Administration, or college education and internships relating to Private Wealth Management.
* 1-3 years in customer service desired
Licenses and Credentials
* Minimum Required: None
Systems and Technology
* Proficient in Microsoft Excel, Word, PowerPoint, Outlook
* Experience with Adobe, FactSet, Bloomberg
* Experience with Advent APX, Moxy and Trust Accounting Systems
About 1919 Investment Counsel
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 $22.6 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
Email Alert for Client Service Associate jobs in Baltimore, MD, United States
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