Crossmark Global Investments is a faith-based investment management firm that provides a full suite of investment management solutions to institutional investors, financial advisors and the clients they serve. For over 30 years, the firm has delivered uniquely constructed products based on its proprietary, disciplined and repeatable process. Crossmark is especially known for helping its clients align their investments with their values by creating socially conscious, responsible investment strategies. Founded in 1987, the firm is headquartered in Houston, Texas.

The Institutional Client Service Associate works with the Investment Management, Trading, and Investment Operations departments to provide coordination and efficiency to the investment process and provide high quality customer service.

A successful candidate in this position will possess excellent organizational skills, strong attention to detail, solid verbal and written communication skills, and a willingness and capability to learn and perform duties with different software systems. They must have the ability to work well with other team members as well as independently, and possess a high degree of integrity.

Essential Duties and Responsibilities:

The following duties are generally representative of the nature and level of work assigned. They are not necessarily all inclusive.

• Run and monitor daily/monthly/quarterly reports such as cash reports, withdrawal reports, and standard client requests
• Handle all client communications for Institutional clients including the preparation of client presentations
• Research and handle all issues with trade settlements
• Maintain all 3rd party delivery instructions
• Work with the Sales, Client Service, and Research departments on requests
• Serve as a liaison between the Investment and Compliance departments
• Responsible for institutional database management and due diligence questionnaires
• Respond for Institutional-based Requests for Proposals
• Participate in special projects and retail client service support as needed

Qualifications:

• Bachelor’s degree in Finance, Economics, or related field required
• Two (2) years of financial services industry experience is required
• FINRA Series 6 license is preferred
• Strong computer skills
• Detail-oriented
• Self-Motivated
• Excellent verbal and written communication skills
• Exceptional interpersonal interaction and relationship management skills

Job Type: Full-time, in-office for the first 90-days with the possibility of working 1-2 days per week remotely after.