Client Servicing Associate, Private Wealth

COMPANY OVERVIEW

The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $4.5 billion in client net worth.

ROLE OVERVIEW

The position of a Client Servicing Associate for The Coury Firm’s Private Wealth division is an integral part of the team. The Client Servicing Associate will be responsible for directly supporting and collaborating with the Firm’s Private Wealth personnel, including but not limited to Advisors, Strategists, Planners, other Client Servicing Associates, and Senior Management. The ideal candidate will manage their duties to ensure that our reporting, databases, and ongoing processes are accurately maintained. Key responsibilities include preparing client paperwork, performing data governance, and inputting and monitoring client information across various systems.

This individual will need to provide executive level administrative support, service, and attention to details. Strong Microsoft Office Suite skills will be critical to the success of this position.

RESPONSIBILITIES

A Client Servicing Associate at The Coury Firm must be able to perform the following responsibilities:

• Support and manage client documentation using our client relations management system and document management system.
• Manage all client cashiering and servicing paperwork from creation to submission at custodial banks, insurance carriers, fund administrators, or other third parties.
• Driving client onboarding processes and supporting the maintenance of client relationships by learning important client details and executing directives from the wealth advisory team.
• Assist firm compliance with data governance checks and to be proactive in verifying data integrity on an ongoing basis.
• Ensure timeliness, accuracy, and completeness in client reporting & presentations and follow up on all client action items with the wealth advisory team.
• Follow best practices, procedures, and policies provided by the investment operations team to support operational excellence.
• Supports day-to-day team activities in addition to pitching in for team members when they take time off.

QUALIFICATIONS

A Client Servicing Associate at the Firm must possess the following qualifications:

• Bachelor's Degree, with two or more years related experience;
• Knowledge of industry rules and regulations; Experience with custodial banks preferred.
• Possess exceptional professional verbal and written communication skills, including the ability to interface in a professional, cordial, and confident manner.
• Demonstrate strong organizational and time management skills to successfully manage multiple projects, workflows, and competing priorities.
• Maintain discretion in handling confidential information.
• Ability to collaborate effectively and work well within a team structure, while driving your own workflows through to completion.
• Show up with a positive attitude and the willingness to learn the many different curriculums required for this position.
• Ethically driven with an unwavering client commitment

SKILLS

A Client Servicing Associate at the Firm should possess the following skills:

• Proficient in Microsoft Office Suite – Excel, PowerPoint, OneNote, Outlook, SharePoint
• Ability to adapt easily and learn new technologies/systems
• Experience with Portfolio Management Software such as Tamarac
• Exceptional writing, interpersonal and client service skills
• Detail oriented with organizational skills and ability to prioritize tasks

REPORTS TO:

The Client Servicing Associate will report directly to the Investment Operations Manager or their designee.