- Serve as a primary contact for Taft-Hartley & Institutional clients, consultants and the Taft-Hartley & Institutional Sales Team
- Develop comprehensive knowledge of all products sold and serviced through the Taft-Hartley & Institutional Sales Team
- Coordinate and prepare materials for client performance review meetings. This includes managing deadlines, requesting required materials, assembly, critical review and delivery to client or Consultant
- Manage the processing of new account documents including notification to all appropriate parties, distribution of documents, and following up on status with operations, client and Consultant.
- Initiate investment objective changes, cancellations, cash flows, and other client directives, ensuring all necessary criteria are gathered for the completion of the activity at every stage and across functional areas
- Ensure data and fulfillment requests are addressed timely and accurately
- Perform critical review and distribution of incoming correspondence (i.e., trading directives and actionable items)
- Research and provide resolution to problems or issues raised by clients and Consultants. Resolution may require escalation to Client Services Supervisor or verbal or written correspondence
- Compile special client and consultant reporting on a monthly, quarterly, or as needed basis
- Monitor registration and compliance requirements
- Coordinate and initiate the non-standard client contract review process with relevant internal and external contributors and stakeholders. Escalate items of concern as they arise
- Create and maintain legal responses and their implementation
- Monitor and manage various special notification requirements contained in client contracts
- Participating as backup up in team coverage
- Serve as a resource with regards to firm initiatives and projects as assigned
- Review and compile FAS 157 reports as requested
- Coordinate response and materials for client audit and 5500 reporting requests
- Bachelor's degree with an emphasis in finance, business, economics or pre-law preferred
- Preferred 3 years financial services industry experience
- Series 6 and 63 or equivalent preferred or targeted within 180 days of employment
- Analytical, numbers-focused thinker
- Excellent written and verbal communication skills
- Ability to work in a fast-paced customer service environment with a high attention to detail
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Client services Associate - Fairport, United States - Manning & Napier
2 weeks ago
Description
Summary
As the Taft-Hartley & Institutional Services Associate, you will work largely independently and serve as a point of contact within the Client Services Team for Taft-Hartley & Institutional Services.
Additionally, you will work in tandem with the appropriate Vice Presidents and be responsible for high-level client and consultant communication, coordination, and relationship building.
You will report to the Advisory Services Supervisor.Responsibilities
CLIENT AND CONSULTANT SERVICING
CUSTOM CONTRACT COORDINATION:
ADDITIONAL RESPONSIBILITIES
Compensation:
$60,000-65,000 expected base salary
