Client Service/Operations Associate
About The Position
NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Greenwich, Connecticut and operates as a part of the Focus Financial network. Position Summary NorthCoast Asset Management, a Division of Kovitz Investment Group, is looking for a Customer Service / Operations Associate to join our team in their Stamford, CT office. This role will report directly to the Senior Director Operations and work closely with the marketing and operations team. Primary responsibilities include submitting and managing client paperwork to custodians, entering client information into various systems, maintaining our CRM system, troubleshooting custodial and client operations issues, client mailings, answering phones, greeting visitors, ordering office supplies and office maintenance. The ideal candidate will have strong communication skills and the ability to multi-task. A hands-on approach and desire to work in a growth-oriented environment is crucial to this role’s success. This individual must have strong command of Microsoft Word, PowerPoint, and Excel
Requirements
- Bachelor’s degree
- Strong command of Microsoft Word, PowerPoint, and Excel
- A positive attitude and high energy level
- Proactive communication and follow-up.
- Excellent verbal and written communication skills
- Impeccable attention to detail
Nice To Haves
- Experience in the financial services industry a plus
- Salesforce experience a plus
Responsibilities
- Submit and manage client paperwork to custodians.
- Manage and own custodial paperwork changes.
- Enter client information in our CRM and portfolio account system.
- Managing our CRM system.
- Troubleshooting system, custodial and client operational issues.
- Answer phones, and route client requests appropriately.
- Research and resolve any client account issue.
- Help coordinate company lunches and team events
- Welcome visitors and assist with client mailings.
- Help with ordering office supplies, distributing mail, office maintenance and conference room scheduling.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
