Client Service Associate - Institutional

Fiducient Advisors provides tailored investment consulting services to a diverse clientele. The Client Service Associate role supports Institutional Investment Consultants in account administration, client servicing, and trading, ensuring effective communication and service delivery to clients. Responsibilities Act as a liaison between custodians and clients by maintaining client records and authorized signers, managing recurring distributions, opening accounts, preparing Standing Letters of Authorization, etc Assist clients or Consultants with processing and facilitating money movements, including wires, electronic funds transfers, journals, DTC (Depository Transfer Check) of securities, ACAT (Automated Customer Account Transfer) and non-ACAT transfers in a timely manner while abiding by the Company’s Compliance policies Draft investment trade paperwork on behalf of clients as it relates to Mutual Funds, Alternative Assets, Separately Managed Accounts, etc. in accordance with the Company’s Compliance policies Support clients in completing paperwork for Hedge Fund and Private Equity subscription agreements in accordance with the Company’s Compliance policies Uphold superior client service standards by providing timely follow-up, proactive communication and by being a knowledgeable resource for clients and colleagues Conducting outreach to build and maintain strong relationships with our client-base and identify firm services and solutions, such as digital, online access and cash management offerings, that support our clients’ needs Sustain effective communication with firm colleagues from other departments by maintaining and updating client records and activities in the CRM, shared folders and process workflows Collaborate with peers on accomplishing operational and administrative duties; running reports, responding to general client requests, etc Support Institutional Consultants with daily business practices including portfolio administration, client audit requests, telephone coverage, coordination of client meetings and special projects Skills Bachelor's Degree or relevant work experience 1-3 Years in Investment Consulting or Financial Industry Experience Proficiency in Microsoft Suite Broad investment knowledge including experience with mutual funds, investment managers, 401(k) and/or Defined Benefit Plan administrative procedures preferred Basic understanding of cash flow objectives Previous CRM, Advent Axys, Adobe and custodial portal experience is a plus Benefits Generous PTO with optional rollover Personal/Sick Time 10 Holidays with additional half days off for specific holidays throughout the year Summer Perks Bereavement Time –inclusive time off for a loved one, unborn child, or pet. Employer Paid Parental, Personal and Family leaves. Professional Development Day for eligible exams Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more KindBody – Family & Fertility Assistance Wellness Reimbursement Program Professional Development Designation reimbursement Employee Referral Program Employee Resource Groups, Mentorship Program & New Hire Cohort 401K Plan with company match Cell Phone Reimbursement Program Company Overview Fiducient Advisors specializes in retirement planning, healthcare, investment strategies, business consultation, and advisory services. It was founded in 1995, and is headquartered in Chicago, Illinois, USA, with a workforce of 201-500 employees. Its website is