Client Service Associate
Description
The Client Service Associate acts as a point of contact for financial advisors and serves as a liaison to our back-office team on our Unified Managed Account (UMA) platform accounts. General questions and issues that come up may range from simple administrative questions to complicated operational or portfolio management issues that may require coordinating with other team members from different functional areas. This position is based in our San Francisco, CA office and is a hybrid position and requires a minimum of two days per week (preferably on Tuesday and Wednesday).
The approximate hours are 5:30am PT to 2:30pm PT (east coast trading hours).
What you will do:
- Field incoming calls and emails from financial advisors and sales associates; answer inquiries or redirect as appropriate.
- Collaborate with trading, portfolio management, operations, & sales staff to research and respond to account-related questions, changes, or issues.
- Produce and distribute reports both internally and externally.
- Proxy voting and support.
- Assist with maintaining, writing, and reviewing procedures as needed.
- Participate in business meetings as needed.
- Provide operational/middle office support as needed.
- Respond to and support compliance and general audit requests when required.
- Provide support/information required RFP/RFI requests as needed.
What you will bring:
- 2-3 years of experience in client service or operations in the financial services industry
- Bachelor's degree, preferably with some quantitative coursework
- Proficient in MS Office (Word, Excel, Outlook)
- Superb communication skills (written & oral)
- Exceptional client service/interpersonal skills
- Knowledge of UMA platform managed accounts
- Strong organizational skills and attention to detail
- Strong analytical skills, resourcefulness, and problem-solving abilities
- Motivation to work on multiple issues/projects simultaneously.
- Ability to handle competing priorities, stress, and time-sensitive situations.
- Team player
- Must be willing to work market hours.
- Vestmark/APL system experience preferred.
- Series 7 and 66 certifications are a plus.
Who we are:
At Natixis Investment Managers, we partner with clients to understand their unique investment objectives. We offer them a single point of access to a wide range of investment strategies that are diversified by asset class, investment style and approach. We complement this by designing, developing, and executing multi-asset solutions to meet their specific portfolio requirements and achieve their desired outcomes.
We offer a robust benefits package designed to integrate life and work and to support our employees and their families. Benefits include but are not limited to comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, commuter and wellness benefits and volunteer programs*.
In accordance with the California salary transparency law, the expected annual salary for this San Francisco, CA, United States-based position is $55,000 - $95,000. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.
#NatixisIMCulture
Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.
Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.
*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors, and temporary workers are not eligible for benefits.