Senior Client Service Specialist

FEG • Cincinnati, OH

5d • Onsite

About The Position

The Senior Client Service Specialist provides day-to-day support to Institutional client relationships. The position requires coordinating activities with clients, investment managers, custodians and FEG operation staff. The position entails resolving various account specific administrative and operational inquiries.

Requirements

• Bachelor’s degree, preferably with a business focus. For certain positions, we accept a high school diploma, GED, or National Career Readiness Certificate (NCRC).
• At least five years’ of work experience in the investment management industry, with specific client service and operations experience.
• Knowledge of client custody, account management and portfolio management systems
• Ability to identify and resolve/escalate complex problems with minimal guidance and meet deadlines.
• Understanding of investment terminology including alternatives investments (i.e. hedge funds and private capital)
• Experienced in Microsoft Office, Excel, PowerPoint, and SharePoint with strong attention to detail, excellent written and verbal communication skills and high work ethic.

Responsibilities

• Preparation and execution of investment activities for clients through the coordination with FEG consultant teams, investment managers, custodians, fund administrators and FEG operation staff. Activities include processing client cash needs, population of custodial and subscription documents, processing private capital calls and distributions
• Lead communication efforts with custodians, investment managers, vendors, etc. for internal teams, resolving issues that arise on behalf of clients, and providing updates internally.
• Backup to multiple roles within the broader operations team.
• Support the team responsible for managing the firm’s most complex operational clients.
• Participate in client service projects focused on increasing efficiency in the flow of operational work.

Benefits

• Competitive compensation and bonus opportunities commensurate with qualifications and performance.
• Employer-paid life/STD/LTD and subsidized Medical, Dental, & Vision plans.
• Wealth Benefits including company contributions into 401(k) and ESOP programs.
• Paid Time Off (Holidays, PTO, Parental Leave) and flexible/hybrid working.
• Employee-led culture committees dedicated to enabling a happy and healthy company culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees