What are the responsibilities and job description for the Client Services Associate (Financial Investment Services) position at Foundation Risk Partners?
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Services Associate to their Independent Registered Investment Team at Advus Financial Partners (https://advuspartners.com) in their Winter Park, FL office.
Job Summary:
As a Client Services Associate you will support the firm’s advisors and the firm’s clients.
Essential Functions:
Client Operations Assistance
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO):
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits:
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!
Job Summary:
As a Client Services Associate you will support the firm’s advisors and the firm’s clients.
Essential Functions:
Client Operations Assistance
- Assist in the establishment and maintenance of client investment accounts.
- Assist in the fulfillment of client requests for information about their accounts.
- Work with investment custodians to ensure the smooth operation of client accounts.
- Maintain accurate client data in the firm database(s).
- Assist in the development and maintenance of the client Investment Policy Statement.
- Assist in cashiering functions, including the processing of wires, checks, EFT/ACH transactions, deposits and security transfers.
- Assist in transmitting securities trades to the investment brokerage firms.
- Maintain client account data in the firm’s portfolio accounting and performance reporting system.
- Run quarterly and on demand investment reports as needed.
- Assist in data input into the portfolio accounting system when necessary.
- Provide general consultant and office support as needed.
- Strong Outlook and MS Office skills.
- Excellent communication, organizational, critical thinking and time management skills.
- The ability to think beyond the task at hand and create structure to effectively deliver service at a larger scale.
- The proven aptitude to successfully collaborate with other team members to provide the optimal experience for clients.
- Associate degree or higher.
- A minimum of 2 years of experience in the financial services industry.
- Experience with the Black Diamond performance reporting system.
- Experience with Salesforce.
While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.
Equal Employment Opportunity (EEO):
FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.
Benefits:
FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!