Client Services Representative

Work closely with Endowment Partners’ clients to ensure a high level of service and seamless execution across all account activities. This role supports the onboarding of new client relationships, account opening and maintenance, and ongoing servicing of existing accounts. The ideal candidate is highly organized, detail-oriented, and committed to delivering a professional client experience. As part of a small, collaborative team, the Representative will gain meaningful exposure to the operational infrastructure of an institutional investment management firm, including custodial processes, reporting workflows, and day-to-day client support.

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Endowment Partners is an independent, fiduciary investment firm dedicated exclusively to serving nonprofit organizations, foundations, and philanthropic families. The Firm provides discretionary, multi-asset class portfolio management tailored to each client’s Investment Policy Statement, liquidity needs, and long-term spending objectives, with a disciplined focus on risk management and consistency across market cycles. Through an open-architecture approach, Endowment Partners conducts rigorous manager selection across public and private markets and integrates both active and passive strategies, as well as income-oriented overlays when appropriate. Beyond portfolio construction, the Firm partners closely with boards and investment committees to strengthen governance, refine investment and spending policies, and support donor stewardship—helping ensure that each organization’s mission is sustainably funded for generations.