Client Relationship Specialist - Highland Park, United States - MindSpring Partners LLC

Description

Our client is seeking a skilled Client Relationship Specialist to join the team

Responsibilities:

• Client onboarding (preparing new account paperwork and client information-gathering)
• Account maintenance
• Assist with quarterly billing and performance reporting
• Work directly with third-party reconciliation providers
• Ensure the accuracy and reliability of portfolio data in the portfolio management system
• Support portfolio managers with any queries or issues related to portfolio data and reconciliation
• Relationship management, including regular client contact
• General administrative functions as needed

Qualifications:

• Bachelor's degree
• 3+ years of related experience required
• FINRA Series 7 and 66 licenses preferred
• Proficient in Microsoft applications (Word, Excel, PowerPoint)
• Advent Portfolio Exchange and Moxy Order Management system experience is a plus
• Assist with the implementation and testing of new systems, processes, and procedures
• Ability to learn new processes and technology platforms
• Asks for feedback from team members in order to improve performance in necessary areas