Senior Client Service Specialist

Location: Cincinnati, OH (On-site) Department: Operations About the Role / Position SummaryThe Senior Client Service Specialist provides day-to-day support to Institutional client relationships. The position requires coordinating activities with clients, investment managers, custodians and FEG operation staff. The position entails resolving various account specific administrative and operational inquiries. What You'll Do / Position ResponsibilitiesPreparation and execution of investment activities for clients through the coordination with FEG consultant teams, investment managers, custodians, fund administrators and FEG operation staff.Activities include processing client cash needs, population of custodial and subscription documents, processing private capital calls and distributionsLead communication efforts with custodians, investment managers, vendors, etc. for internal teams, resolving issues that arise on behalf of clients, and providing updates internally.Backup to multiple roles within the broader operations team.Support the team responsible for managing the firm's most complex operational clients.Participate in client service projects focused on increasing efficiency in the flow of operational work. You'll Enjoy This Job If You... / Skills & CharacteristicsListen and learn while still taking full ownership of individual scope of work.Take pride in having and continuing to develop expert financial data domain knowledge.Enjoy ensuring clients have excellent customer service.Care about data quality and consistency.Create & follow processes while thinking through efficiency.Engage collaboratively with clients, investment teams and peers.Prioritize effectively and decisively across complex teams and competing priorities.Enjoy working in and learning about the financial investment industry. What We Expect / Qualifications Bachelor's degree, preferably with a business focus. For certain positions, we accept a high school diploma, GED, or National Career Readiness Certificate (NCRC).3-6 years of work experience in the investment management industry, with specific client service and operations experience.Knowledge of client custody, account management and portfolio management systemsAbility to identify and resolve/escalate complex problems with minimal guidance and meet deadlines.Understanding of investment terminology including alternatives investments (i.e. hedge funds and private capital)Experienced in Microsoft Office, Excel, PowerPoint, and SharePoint with strong attention to detail, excellent written and verbal communication skills and high work ethic. What We Offer / Benefits & CompensationCompetitive compensation and bonus opportunities commensurate with qualifications and performance.Employer-paid life, Short-Term Disability and Long-Term Disability coverage plus subsidized Medical, Dental, & Vision plans.Wealth Benefits including 401(k) and ESOP Programs with company contributions.Paid Time Off (Holidays, PTO, Parental Leave)Flexible work options designed to support work-life balance while maintaining productivity and collaboration.Employee-led culture committees focused on engagement, well-being, diversity, and a positive workplace environment.A structured mentorship program that fosters professional growth, knowledge sharing, and leadership development through meaningful one-on-one connections.Tuition reimbursement for approved educational programs to support continued learning and career development.Reimbursement for eligible professional certifications and industry-recognized designations.Access to comprehensive wellness programs that support physical, mental, and overall well-being. Why FEG? / About the CompanyFEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients1, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. Founded in 1988, FEG has served communities, both directly and by helping our clients fulfill their missions, for over 35 years. FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $100.4 billion2 in client assets under advisement. LIMITATIONS AND DISCLAIMERThe above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws. Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an "at-will" basis. 1Institutional clients include Charitable organizations, Community Foundations, Corporate, Healthcare, Higher Education, Independent Schools, Insurance, Native American Tribes, Private Foundations, Public Funds, Religious organizations, and Taft Hartley. Nonprofit clients include Charitable organizations, Community Foundations, Healthcare (nonprofit), Higher Education, Independent Schools, Private Foundations, and Religious Organizations. 2As of September 30, 2025, Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter's values were used and may be higher or lower depending on current market conditions. Of the $100.4bn in AUA, FEG's total assets under management (AUM) of $19.6bn includes discretionary of ($17.0bn) and non-discretionary AUM ($2.5bn). FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race, religion, color, national origin, sex (including pregnancy, gender identity and sexual orientation), age (40 or older), disability, veteran or military status, genetic information, or any other basis that would violate any applicable federal, state, or local law.