Client Service Associate

Key Responsibilities

• Build strong relationships with key institutional clients, including portfolio managers, investment advisors, and decision-makers.
• Proactively identify and address client needs, concerns, and potential issues.
• Conduct regular client reviews and provide comprehensive reporting on portfolio performance and investment strategies.
• Ensure high-quality service delivery across all client touchpoints.
• Process onboarding for new institutional clients, including account setup, documentation, and compliance checks.
• Maintain efficient workflows and procedures for client servicing activities.
• Resolve complex client issues, escalated inquiries, and potential disputes effectively.
• Identify opportunities to expand existing client relationships and generate new institutional business.
• Participate in client presentations and pitch meetings to showcase the firm's capabilities and investment strategies.

Required Skills & Qualifications

• Bachelor’s degree is required.
• 1 – 4 years of related experience is required.
• Understanding of the institutional investment landscape, including products, regulatory requirements, and client needs.
• Proven experience in managing complex client relationships.
• Excellent communication and interpersonal skills.
• Strong analytical capabilities and ability to deliver data-driven insights.
• Experience with direct indexing strategies, tax-aware portfolio management, and fixed income securities is preferred.
• Series 65 license required or must be willing to obtain within six months of hire.

Our Talented People

Concentric Innovation offers a competitive and flexible benefits program that helps meet the needs of our team members and their families. The benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

Pay Transparency

Concentric’s expected starting base compensation range for the position as of the time of this posting is $70,000 - $85,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.