Client Services Associate

SummaryAs a Client Service Associate, you will work in collaboration with the external and internal Distribution team, Intermediary Distribution Group Associates, Institutional Associates and Relationship Managers in order to coordinate and service support all aspects of the client, Personal Financial Advisor (PFA), and Consultant relationship. ResponsibilitiesDevelop comprehensive knowledge of all investment solutions available and serviced through Manning & NapierDevelop a comprehensive knowledge of custody services and processes for all types of accountsCoordinate and monitor account openings, asset transfers and account closing processes and documentation. Oversee the preparation and accuracy of client reports including year-end summaries, 1099 reporting, performance reports, client statements, and ad hoc requestsPrepare and coordinate client reviews for meetings and mailingsParticipate in problem solving and troubleshooting of client, PFA, and Distribution team issues and inquiriesCritical review of incoming correspondence (i.e., trading directives and actionable items) and ensuring these items are properly routed for timely processing and approved accordinglyAssist with client portal support phone queueEscalation of problems or issues to management as appropriateParticipate in prospecting initiatives and campaigns as appropriateProvide back-up coverage and support to other members of the teamAssist with training new team members on practice and procedure, and mentoring new Client Service AssociatesOther projects as assignedQualificationsBachelor's degreeOne year of investment industry experience preferredSeries 7 and 66 or equivalent to be obtained within 12 months of start datePrior direct client relationship experience preferredWork independently with strong prioritization and organization skillsExcellent verbal and written communication skillsComfort in dealing with numbers/mathematicsCompensation: Expected hourly rate between $25 - $28.21 per hour

Created: 2025-01-16