EmployIndy
  • Immediate Opportunities - Business/Financial
  • Indianapolis , IN, USA
  • Full Time
  • Accounting/Finance

Client Support Manager - Emerging Investor Markets


Purpose of Position: Assist with account administration, maintenance and recordkeeping for investment accounts within the emerging investor market, including daily transaction activity and client support. Routinely interacts with investment officers and trust operations staff. Exercises independent judgment and discretion in order to plan, prioritize and organize workload. Work is frequently performed with limited direct supervision. The incumbent provides the highest quality service to every customer.

Essential Functions:
 Manages investment account administration, including:
 new account set-up and maintenance
 coordination and tracking of account initial funding
 daily client communications, including troubleshooting and problem solving
 monitoring of daily client transactions
 preparing account deposits and disbursements
 preparing and maintaining account documents and forms
 preparing client/account correspondence
 tracking client fees and account balances
 account-specific system maintenance
 Organizes and tracks applicable tax reporting
 Manages and maintains client files
 Prepares client and prospect investment presentations and maintains meeting records
 Runs asset allocation software and prepares customized reports for clients and prospects
 Stays current on industry developments, and reports to team as necessary
 Maintains customer relationships by displaying a "service oriented" attitude
 Schedules and coordinates client and prospect meetings, as needed
 Prepares packets and minutes for Market Street Subcommittee
 Manages appointment calendar for Investment Officer

Requirements:
 High School diploma or equivalent required; college degree in finance-related discipline preferred
 Minimum of 2 years of experience in an administrative role supporting wealth management, investment management, or portfolio management activities; experience with IRA accounts preferred
 General knowledge and understanding of investment accounts, and applicable laws and regulations
 Proven reliability and dependability; demonstrated ability to work successfully with minimal supervision
 Excellent interpersonal skills, exhibiting a high degree of professionalism
 Excellent communication skills (written and verbal), with strong emphasis on responsiveness and service
 Strong team orientation and demonstrated work ethic
 Experience with and good working knowledge of standard computer applications, including Word and Excel
 High degree of accuracy and attention to detail; ability to solve problems, organize and prioritize tasks




This position has been closed and is no longer available.
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