Client Account Associate

Constellation Advisers New York , NY 10107

Posted 2 months ago

Title: Client Account Associate

Location: Open to New York, NY, Dallas, TX or Cary, NC

Company Overview: Constellation Advisers is a premier investment management consultancy with a boutique firm approach. Drawing from decades of experience in investment management and financial services, our consultants provide expert advice and value-added service to a range of traditional and alternative investment management firms, their investors, and their service providers, including hedge funds, mutual funds, fund of funds, private wealth management firms, private equity and venture capital funds, global asset managers, foundations, fund administrators, prime brokers, and dispute litigators. Please see our website at https://www.constellationadvisers.com/

Why Constellation: Since it was founded in 2008, Constellation has built an unparalleled reputation as a leading service provider to the investment management industry. This is entirely a result of its people. The investment in our employees begins on day one with onsite training while working alongside senior executives in high growth industries. Beginning at the Associate level, our professionals are exposed to a wide array of investment management structures and strategies including hedge funds, private equity, energy, debt, crypto asset, real estate, venture capital, and many more. The day to day variance keeps our people engaged and at the forefront of the industry. Our teams work in a collaborative environment across service lines to gain insight into Accounting and Finance, Middle Office and Operations, and Regulatory and Compliance. Constellation is expanding across the country and worldwide as we continue to open new offices and grow our client base. Join our team today and develop experience that will last you a lifetime.

Opportunity: A fast-growing boutique financial service consulting firm seeks an experienced professional with a can-do spirit and a relentless drive to succeed for their team. This position provides opportunities for the development of high levels of expertise and independent work. The position allows for creative thinking of new ideas, systems, or plans, and innovative problem solving. Employees seeking to gain industry experience from a wide range of client exposure, take ownership of projects and tasks, work in a fast paced and ever-changing environment will excel in this role.

Key Components: The Client Account Associate will be instrumental in onboarding all new clients and working with other cross-functional teams to ensure that each project is appropriately staffed. From the completion of the sale to the final execution, this person will ensure a smooth client experience by preparing all materials needed for onboarding and communication with each team involved. Utilizing staffing metrics and data, each project will be sourced appropriately by the Associate to ensure workload distribution is appropriate.

Requirements

Responsibilities

  • Prepare and ensure onboarding paperwork is successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to the client and enter into CRM
  • Work in step with the Project Manager to ensure all onboardings are completed
  • Prepare and summarize client meetings by scheduling and confirming meetings, enter data into CRM, create the agenda and summary of meetings
  • Participating in ongoing platform reviews and design initiatives
  • Complete additional special projects as needed

Key Skills

  • Experience with a wide range of technology and office suites preferred
  • Ability to work both independently and as a team player
  • Excellent communication skills, both written and oral
  • Ability to multi-task and manage priorities effectively
  • Ability to adapt to a rapidly changing business and technology environment
  • Exceptional problem-solving skills
  • Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)
  • Ability to learn proprietary software and database

Qualifications

Successful candidates will have many, if not all, of the attributes below:

  • A Bachelor's degree, preferably in Business Administration
  • 1-3 years of relevant experience
  • Proficiency in all Microsoft office products
  • Detail and task oriented
  • Strong ability to follow through and review information for accuracy
  • CRM Experience a plus
  • Strong Excel experience preferred
  • Experience writing/reviewing sales proposals and/or business documents
  • Excellent communication skills
  • Flexibility to multi-task and to perform a wide range of activities while being self-directed, self-motivated, and self-managed, even when operating outside of core focus
  • Team player with a relationship focused personality and outstanding interpersonal skills
  • Collaborative team player and strong desire to achieve results while respecting the company's core values framework

Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Life Insurance (Basic, Voluntary & AD&D)
  • Unlimited Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Short Term & Long Term Disability
icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Senior Client Service Associate

UBS

Posted 1 week ago

VIEW JOBS 11/10/2020 12:00:00 AM 2021-02-08T00:00 Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials * provide the team with a detailed calendar of activities Join us We're a truly global, collaborative and friendly group of people. Having a diverse, inclusive and respectful workplace is important to us. And we support your career development, internal mobility and work-life balance. If this sounds interesting, apply now. Your expertise * series 7 and 66 licenses * ideally 3-5 years of experience in client service, within the finance sector * bachelor's degree or equivalent, focusing on finance * excellent communicator, with solid interpersonal skills * detail oriented (nothing gets past you) * proficient in Microsoft Office Suite About us Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world. We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us? UBS New York NY

Client Account Associate

Constellation Advisers