Client Support Specialist

Client Support Specialist Position Mitchell Capital Management is an investment management firm with over $850 million in assets under management. We strive to provide superior investment management services to high-net worth and institutional investors while providing a level of personal service and communication that is unique in the investment management industry. We foster an open, challenging environment where an individual’s contributions to the team are encouraged and valued. Overview of Position: The Client Support Specialist is responsible for implementing and improving internal processes related to client accounts as well as working with the Portfolio Manager(s) to service the client(s). Duties may include, but are not limited to: opening new accounts, managing account administration, monitoring account activity, fulfilling client requests, resolving administrative issues, posting equity and bond trades, preparing client reports for meetings and helping prepare for prospective clients. This client support role is dedicated to ensuring that client activities are completed in a timely and accurate manner. It requires a deep understanding of internal systems and the ability to manage client expectations. Characteristics: Understands, accepts and appreciates the responsibility of providing support to the management team for the financial well-being of those individuals or institutions Clear, concise and accurate communication skills, both written and verbal Ability to work both independently and as a member of the team to prioritize, plan, coordinate and follow-through on tasks and projects in a timely manner Strong attention to detail with desire to apply them to day-to-day problem-solving opportunities Organizational skills to prioritize multiple tasks under tight deadlines Desire to leverage technology to improve processes and create new workflow efficiencies Responsibilities Communicating with all involved parties (custodians, clients, brokers) to resolve account administration issues Monitoring account transactions daily, identifying and coordinating any resulting action items Processing changes to account registrations, investment strategy or restrictions in client accounts Preparing client meeting materials as needed Preparing prospective client materials as needed Qualifications Bachelor’s degree preferred 2 years’ experience in financial services or a related industry preferred Experience with Microsoft Word and Excel Advent software (APX) preferred, but not required Job Type: Full-time Pay: $40,000.00 - $55,000.00 per year Benefits: 401(k) 401(k) 3% Match Dental insurance Health insurance Paid time off Tuition reimbursement Vision insurance Schedule: 8 hour shift Monday to Friday Work Location: In person