Client Service Support

Guggenheim Partner’s Investment Management seeks a self-motivated individual to join its Client Service Support (“CSS”) team. Reporting to the Head of Client Service Support, this is a role in a highly integrated and visible team responsible for coordinating all client operational requests and onboarding and offboarding accounts. The position presents a unique opportunity working across the organization to provide a centralized and cross-functional viewpoint. Part of one’s success will be cultivating relationships across business areas including but not limited to Client Services, Portfolio Management, Trading Desks and Operations.

Central to this role are exceptional communication & listening skills with the ability to ask pointed and open-end questions necessary to provide the correct responses to the client. The ideal candidate will have an eagerness to learn and apply their knowledge; and the ability to thrive in a fast-paced environment where it is important to prioritize and manage a multi-stream workload.

The position is located in our San Francisco, City office.
Responsibilities

Key Responsibilities
Ensure timely communication of all required operational information for client accounts
Liaise with various departments to ensure tasks are completed timely and accurately
Provide expertise as an operational subject matter expert with regards to on-boarding of funds andSMAs to help ensure all details are fully researched and addressed by all affected groups in the firm.
Work with Operations, Legal, Distribution and members within the Investment Management Group among others to review and ensure scalability in existing and new processes.
Coordinate the opening and closing of client accounts on the accounting platform using the client and account utilities.
Take instruction and direction from the Team Lead- CSS and keep Team Lead up to speed on all client issues
EU Team covers both SMA clients and QIF/UCITS private fund investors
Private Fund Transactions Team – additional responsibilities
Ensure all transactions are tracked, approved and executed with excellence and governance
Act as primary point of contact for certain private fund clients, interact directly
Ensure all new private funds are operationally set up including bank accounts, Blackrock systems, etc. Primary contact for all private fund initiatives
Tax Operations – additional responsibilities
Liaise with tax service providers to ensure all tax documents for clients are accurate and update date with proper approvals
Ensure all FATCA and CRS filings are completed annually and liaise with service providers to close out any outstanding tax issues

Qualifications
Preferred Qualifications
Experience working with investment management marketing and distribution teams
Strong time management and prioritization skills
Critical skills to identify and escalate non-standard issues to management
Capability to engage in multiple initiatives simultaneously
Keen focus on detail with extraordinary attention to quality work products
Skills to analyze and manage large sets of interconnected data and information
Experience designing, documenting and implementing processes a plus
Basic Qualifications
Undergraduate degree
6 years of work experience in investment management or financial services
High proficient use of Microsoft products; especially skilled in Excel, Visio and Word
Experience with systems including Blackrock Solutions trading system
Experience working in an organization with colleagues and departments across geographies

Salary Range
Annual base salary between

$110,000.00-$115,000.00

The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.