Isthmus Partners LLC, a $1 Billion Plus AUM Registered Investment Advisor (RIA) located in Madison, WI has been serving its clients for over 10 years.
We specialize in working with a specific kind of client: one who desires the peace of mind that can be gained only by knowing experts are personally watching over their assets and are dedicated to quality in every aspect of financial planning and investment management.
Our clients are institutions, endowments, foundations, business owners, executives and professionals who have established an expertise in their own fields over many years and now wish to ensure the rewards of those labors carry forward through their lifetime and to the next generation or other beneficiaries.
Isthmus Partners LLC is seeking a candidate for the position of Senior Client Service Associate. This individual will report to the Director of Client Service and sit on the Client Service team. The senior associate will work closely with the advisory and operations teams, and most importantly, with Isthmus Partner’s many clients.
Responsibilities
- Collaborate with various internal team members to provide superior client service experiences.
- Monitor and maintain client accounts on an ongoing basis for compliance, documentation, and data quality.
- On-board new client relationships and system set-up per firm procedures.
- Effectively utilize firm systems such as, but not limited to, portfolio accounting, custodial platforms, client relationship management and client portal to improve support capabilities and efficiencies.
- Coordinating client meetings per client-specific documented frequency.
- Prepare client meeting materials on a timely basis.
- Analyze and resolve client service and/or system-related issues in a proactive manner.
- Work with clients’ professional advisors (attorney, accountants) directly.
Qualifications
- Bachelor’s degree.
- 2+ years of experience working in client support or client service roles, financial services preferred.
- Outstanding verbal and written communication skills.
- Personable, collaborative approach to work.
- Initiative and ability to work in a fast-paced environment.
- Great attention to detail in the process of fulfilling client needs.
- Desire to grow and implement financial planning and investment knowledge.
Additional Information
- Competitive annual bonus commensurate with achievement of business performance and individual goals.
- Effective 4% 401K matching after 3 months of service.
- Employer profit-sharing (discretionary).
- Generous healthcare benefits.
- Flexible Spending Account/Health Savings Account options available.
*Base salary ranges available upon request.