Client Service Specialist

About Argent Capital

A boutique investment firm with over $3 billion in assets under management, Argent’s mission is to provide superior investment management services to high-net worth and institutional investors by outperforming our benchmarks 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 Service Specialist is responsible for implementing and improving internal processes related to client accounts. Duties may include but are not limited to the following: opening new accounts, managing account administration, monitoring account activity, fulfilling client requests and resolving administrative issues. This client service 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.

Personal Traits Needed for Success

• Understands, accepts and appreciates the responsibility of managing others’ money which has been entrusted to our care for the financial well-being of those individuals or institutions
• 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 analytical capabilities and 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
• Clear, concise and accurate communication skills, both written and verbal

Responsibilities

• Onboarding new accounts, identifying potential issues and elevating when necessary
• Communicating with all involved parties (custodians, clients, referral sources) to resolve account administration issues
• Creating and maintaining account information in Argent’s CRM system (Salesforce)
• Managing and coordinating responses to client and/or referral source requests
• 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 review materials as needed
• Contribute to the planning process and coordination of recurring client events

Qualifications

• Experience, Education and Professional Designations
• Minimum of 2 years’ experience in financial services or a related industry
• Minimum of a Bachelor’s degree in Business or a related field