Position available in Boston, MA

Job Summary:

We partner closely with our Advisor Success team, Business Development team, Trade Operations team, and Technology Operations team. The goal of Advisor Services is to power a best in class client experience by providing knowledgeable service to 55ip’s vast and growing client base assisting them from onboarding to continued use of the 55ip platform. We also work behind the scenes to assist in operational functions that support the external client experience, and help empower our internal partners. The Advisor Services team and 55ip overall are growing quickly, as the firm grows the role of Advisor Services as the hub of the Client Solutions group will become even more critical. A successful candidate to join the Advisor Services team will have skills and knowledge necessary to provide best in class client services but additional capabilities to assist in operational, reporting, and process creation.
Job Resonsibilities: 

• Answers client requests and questions via e-mail and live phone call
• Communicate operational notifications to clients via email
• Facilitate reporting for trading operations team
• Partner with Advisor Success Managers on client servicing, providing operational expertise to an SME level
• Assisting with onboarding of newly signed clients, overseeing the integration of client account information with 55ip Platforms
• Provide client feedback to product and technology teams
• Work with Product and Marketing teams to create client facing collateral for existing clients and prospects

Required Skills, qualifications and attributes:

• Experience working with Custodians (Fidelity, Schwab, Pershing, Raymond James)
• Experience answering investment and investment account management questions
• Experience working with Investment Advisors
• Familiarity with Salesforce and Service Cloud
• Superior verbal and written communication skills
• Minimum 5 years of experience
• Advanced skills in Excel & PowerPoint
• Python experience is a plus