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Summary
The Senior Client Service Associate works closely with the entire client service team to provide administrative support for the management of client relationships. The Senior Client Service Associate brings good judgment and excellent organizational skills to his or her work with the client service team. This position will work closely with the client service team to handle day-to-day tasks. The Senior Client Service Associate should feel comfortable with complex client relationships and exercise discretion and good judgment when interacting with clients. This position is able to independently handle tasks and assignments related to those relationships.
Essential Duties and Responsibilities
* Manage account openings, account distributions, IRA RMDs, and account terminations which includes but is not limited to receiving assets, obtaining cost basis, cost basis calculations, distributing assets, handling disbursements, processing cash, delivering in-kind charitable contributions, determining appropriate paperwork and governing documents, and ensuring correct client billing.
* Closely monitor investment portfolios for asset allocation compliance, cash balances, bond maturities, and security settlements to ensure that funds are available to clients and that portfolios are within policy constraints.
* Instruct custodians to wire funds or prepare checks at the request of the client.
* Coordinate with trading, operations, and external advisors to ensure that positions and asset values are up to date and accurate.
* Maintain telephone and written contact directly with clients and related third parties.
* Determine content and prepare presentation materials for existing clients and prospective client meetings.
* Attend client meetings.
* Review, develop, maintain, and deliver client facing tailored reports and communications.
* Test new applications, updates, and fixes.
* Update relevant information in portfolio management and trust accounting systems.
* Participate on committees and independently work on ad hoc projects for clients, the office, or the Firm.
Qualifications
* Candidate must demonstrate a strong work ethic, positive attitude, and willingness to learn
Education and Experience
* Minimum Required: Bachelor's degree
Systems and Technology
* Required proficiency in Microsoft Excel, Word, PowerPoint, Outlook
ABOUT 1919 INVESTMENT COUNSEL
1919 Investment Counsel, a wholly owned subsidiary of Stifel Financial Corporation, provides investment management and financial planning services to wealthy individuals, families, trusts, foundations, and institutions. 1919 Investment Counsel manages more than $19 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach. 1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client's specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel's clients. The firm primarily serves high net worth clients which often require complex financial planning and advice as well as exceptional client service.
1919 Investment Counsel is an Equal Opportunity Employer
Stifel is committed to providing equal employment opportunities (EEO) to all associates,
applicants for employment, and individuals providing services in the workplace without regard to
actual or perceived race, color, religion, creed, gender, pregnancy (including childbirth, lactation,
child-bearing capacity, sterilization, fertility, past pregnancy condition and the potential or intention
to become pregnant and related medical condition), sexual and reproductive health decisions, sexual
orientation, gender identity and gender expression (including transgender individuals who are
transitioning, have transitions, or are perceived to be transitioning to the gender with which they
identify), national origin, ancestry, age, disability, weight, genetic information, marital status,
citizenship status, familial status, homelessness (i.e., lack of a permanent mailing address or a
mailing address that is a shelter or social services provider), status as a covered veteran or any
other protected criteria in accordance with applicable federal, state and local laws. Stifel complies
with applicable state and local laws governing non-discrimination in employment applicable to
each location in which the Firm operates. Stifel strictly prohibits any form of unlawful
discrimination.
Equal opportunity extends to all aspects of the employment relationship, including hiring,
transfers, promotions, training, termination, working conditions, compensation, benefits, and other
terms and conditions of employment. All Stifel associates are responsible for implementing this
EEO policy in their daily actions, conduct and decisions. All associates are expected to treat each
other with respect and professionalism.
Stifel is an Equal Opportunity Employer.