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POSITION OVERVIEW
The Client Service Associate position at Winthrop Capital Management is designed for individuals with an interest in marketing, data analysis, client service and business administration. The position requires someone who is exceptionally organized, follows through on tasks to completion and has excellent verbal and written communication skills. The successful candidate has a positive mindset, an entrepreneurial attitude, strong organization skills, team-oriented and takes direction well. Winthrop Capital Management looks for individuals who hold themselves accountable, have the desire to continually learn, provide and receive direct feedback, and are motivated to solve complex problems.
RESPONSIBILITIES
· Understand, support and exemplify the Winthrop Capital Management Core Values.
· Support Client Service & Marketing function with administrative tasks, such as generating reports, assisting with mailings and maintaining CRM database.
· Assist with scheduling and preparing for client and prospective client meetings.
· Assist with the review of investment data, such as tear sheets and various client reports.
· Conduct research for marketing purposes.
· Track custodian alerts and assist team in follow-through.
· Assist in putting together client and sales presentation books.
· Filing and maintaining client paperwork in addition to other various administrative tasks as needed.
· Full internal support for our Marketing & Client Service teams.
SKILLS & QUALIFICATIONS
· Ideally 2 years of relevant experience
· Prior administrative, marketing or client service experience preferred
· Strong attention to detail and exceptional organizational skills
· Written and verbal communication skills
· Computer skills – must be proficient with Microsoft Office and Adobe
· Problem-solving, research and resolution skills
COMPANY DESCRIPTION
Winthrop Capital Management is an SEC-registered investment advisor specializing in the management of equity, high-grade and high yield fixed income portfolios. We partner with financial advisors and institutions to provide several investment strategy options tailored to each client’s specific needs.
WCM MISSION
Our goal is to help our clients achieve successful financial outcomes in relation to their specific investment management objectives. To accomplish this, we focus on long-term goals and create solutions that will realistically help clients achieve those goals with minimum risk.
Job Type: Full-time
Benefits:
Schedule:
Work Location: In person
Full Time
Business Services
$52k-68k (estimate)
04/30/2024
09/19/2024
winthropcm.com
INDIANAPOLIS, IN
25 - 50
2007
Private
GREGORY J HAHN
$5M - $10M
Business Services
Winthrop Capital is an investment advisor that specializes in management of equity and fixed income portfolios for institutions and private clients.
The job skills required for Client Service Associate include Client Service, Written Communication, Scheduling, Microsoft Office, Problem Solving, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Associate positions, which can be used as a reference in future career path planning. As a Client Service Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Associate. You can explore the career advancement for a Client Service Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
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Step 3: View the best colleges and universities for Client Service Associate.