InterOcean Capital is a growing Registered Investment Advisory (RIA) firm with approximately $5.5B in assets under management.

On behalf of InterOcean Capital, we are seeking a Client Service Associate to join the team at our new office location in Nashville, Tennessee.

The Associate will support our clients, custodian partners, and team members in an administrative and operational capacity.

In addition to a new office setting, the position offers a competitive salary with annual bonus opportunities based on individual performance and company success.

Principal Responsibilities :

• Take ownership of administrative processes, including the client on-boarding process
• Handle all requests from clients and custodian partners pertaining to account administration
• Maintain CRM system to ensure all client data is current and accurate
• Monitoring and resolving daily time sensitive activities
• Maintain compliance-approved materials including sales literature, brochures, prospectuses, forms, manuals, etc.
• Provide support to the rest of the team in preparing client materials
• Manage ad-hoc requests, including resolving complex client issues, researching unique client needs, and coordinating operational and custodial support
• Perform general office duties, such as ordering supplies, handling in-bound phone calls as necessary, and receiving mail

Required knowledge / skills / competencies :

• Experience with Charles Schwab Advisor Center or another custodian is a plus
• Strong computer skills, including Salesforce, MS Office Suite, and DocuSign
• Experience at RIA or Broker / Dealer is a plus
• Bachelor’s or Associate’s degree preferred
• Excellent written and verbal communication skills are very important as this role determines a significant part of the client experience
• Strong organizational skills, ability to multi-task, ability to manage time efficiently, and prioritize projects
• Detail orientation is a must

Last updated : 2024-04-23