- Assist the client strategy team with client and prospect inquiries and requests
- Coordinate the set-up of onboarding new relationships and platforms including; compiling new account documentation, communicating account details to the applicable groups within the firm, following all compliance and regulatory processes, working with investment teams to develop investment guidelines and ensuring that all steps are completed within the designated timeline
- Oversee the day-to-day servicing and maintenance of client accounts and platforms
- Act as a main point of contact for functional teams within the firm in ensuring client needs and objective are understood and met
- Create client portfolio reviews, specifically in the compiling of portfolio-level analytics and incorporating the data into client review materials
- Maintain all necessary client records in order to meet compliance and regulatory requirements
- Responsible for creating new client records and updating changes in the firm's CRM
- Coordinate and participate on calls with prospects, consultants and banking partners aimed at introducing the firm's products and services
- Work with the Marketing Department in developing prospecting materials
- Analyze company financial statements and investment policies to work with the various investment teams in creating proposed portfolios
- Required Education: Four year bachelor's degree required, preferably in finance
- 2-3 years of financial work experience, preferably in investments
- Strong organizational skills with keen attention to detail
- Articulate with excellent interpersonal skills
- Team player with a positive attitude
- Solid computer skills with ability to learn and proficiently use several software packages, including Excel, Word and PowerPoint a must.
- Desire and ability to work in a fast-paced environment and experience working under strict deadlines.
- Self-motivated and ability to work independently but also with diverse individuals/groups.
- Must be an effective multi-tasker.
- Prefer experience with Advent APX, Salesforce and FactSet
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Sterling Capital Management Client Service Analyst - Charlotte, United States - Truist
Description
Essential Duties and Responsibilities
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Qualifications
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Preferred Qualifications :
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
