Client Services Associate - Institutional
Equity Trust Company, Fort Myers, FL, United States
Job Overview
The Client Services Associate assists existing clients and investment sponsors through processes related to self‑directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments. Plays a key role in the investment onboarding process.
Responsibilities & Duties
Manage the team e‑mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team.
Participate in the client service queues including verbal verification, online access, Team and general dial 0 queues.
Participate in Client Service chats.
Take the lead on owning follow‑up verbal calls initiated through the CS chat groups.
As needed, manage the process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments.
Assist Client Services Specialists with processing overflow transactions such as distributions, non‑cash asset ins and outs, additional investments/capital calls, and in‑kinds.
Follow processes and procedures to ensure communication with clients and third parties is efficient and current.
Handle special projects assigned as needed.
Assist in the cleanup of data on various reports including aging, accounts set to be closed, cases, tasks, follow‑ups needed to clients and sponsors.
Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive with follow‑up and client needs.
Perform other duties as assigned.
Qualifications
1–3 years of experience in a service‑oriented or sales assistant role.
Experience in Accounting, Finance, or Administration is preferred.
Bachelor’s degree in Finance or a related field preferred, not required.
Technical Skills
Proficient in Microsoft Office Suite.
Physical Demands/Work Environment
This job operates in a professional office environment and routinely uses standard office equipment. The associate is regularly required to speak and hear, sit for extended periods, stand, walk, use hands and fingers, and reach with hands and arms. The job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
Disclaimer / Associate Acknowledgement
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
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The Client Services Associate assists existing clients and investment sponsors through processes related to self‑directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments. Plays a key role in the investment onboarding process.
Responsibilities & Duties
Manage the team e‑mail inbox by resolving questions and tasks received and/or delegating to the correct individuals on the team.
Participate in the client service queues including verbal verification, online access, Team and general dial 0 queues.
Participate in Client Service chats.
Take the lead on owning follow‑up verbal calls initiated through the CS chat groups.
As needed, manage the process of reviewing Investment Onboarding Forms (IOFs) and other documentation related to onboarding new investments.
Assist Client Services Specialists with processing overflow transactions such as distributions, non‑cash asset ins and outs, additional investments/capital calls, and in‑kinds.
Follow processes and procedures to ensure communication with clients and third parties is efficient and current.
Handle special projects assigned as needed.
Assist in the cleanup of data on various reports including aging, accounts set to be closed, cases, tasks, follow‑ups needed to clients and sponsors.
Use the CRM system to manage tasks, document transactions, record notes from telephone conversations, and be proactive with follow‑up and client needs.
Perform other duties as assigned.
Qualifications
1–3 years of experience in a service‑oriented or sales assistant role.
Experience in Accounting, Finance, or Administration is preferred.
Bachelor’s degree in Finance or a related field preferred, not required.
Technical Skills
Proficient in Microsoft Office Suite.
Physical Demands/Work Environment
This job operates in a professional office environment and routinely uses standard office equipment. The associate is regularly required to speak and hear, sit for extended periods, stand, walk, use hands and fingers, and reach with hands and arms. The job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
Disclaimer / Associate Acknowledgement
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
#J-18808-Ljbffr