Description
About the Position
Torray Investment Partners is seeking an in-office client service professional to help strategize and lead the firm's client service and prospecting efforts. The candidate will join a tight-knit, collaborative team and serve as a vital link between the investment team, operations, wealth advisors, and clients. We are looking for a self-starter who takes initiative, works independently, and brings creative energy to everything they do.
This individual will take ownership of client relationships end-to-end — from onboarding through ongoing reporting, periodic updates, and one-off inquiries — ensuring that every client feels informed, comfortable, and confidently supported. Strong interpersonal and communication skills are essential, as this role requires the ability to build genuine connections and instill confidence across a diverse client base.
The client service professional will participate in investment team dialogues, developing a deep familiarity with the firm's philosophy and positioning. A key part of the role involves connecting the dots between the firm's investment decisions and the broader market environment, crafting thoughtful narratives that bring our thinking to life for both existing clients and prospects. The individual will have a supporting role in the firm's business development efforts with the potential for expanded responsibilities over time.
Specific Responsibilities Include
- Client Liaison: Serve as the primary point of contact and coordinator between Wealth Advisors, Portfolio Managers, Operations, and clients, managing daily inquiries and transactions in a timely and accurate fashion.
- Client Reporting & Communications: Deliver customized, regular, and ad hoc reporting and analysis for clients and Wealth Advisors.
- Presentation & Meeting Support: Prepare, proof, and coordinate presentation materials for existing and prospective clients. Assemble portfolio data, investment insights, and qualitative analysis in preparation for meetings, events, RFPs, and prospect presentations.
- CRM & Data Management: Maintain accurate client files, account information, and new business pipeline activity within Hubspot, ensuring data integrity across all records.
- Prospecting & Business Development: Support the firm’s initiatives in identifying prospective client leads which may include industry networking and conference participation.
Requirements
- Experience: 5+ years of client service experience within financial services, specifically at an asset management firm, RIA, or institutional investment organization.
- Character & Work Ethic: Holds the highest ethical standards with a client-first mindset. Driven to outperform through hard work, creative problem solving, and a disciplined approach to taking ownership of their work.
- Collaboration & Initiative: Thrives in a team environment while equally comfortable working independently and taking full ownership of responsibilities.
- Licensing: Active FINRA Series 6 or 7 and Series 63/66 preferred, or ability to obtain within 12 months of hire.
- Technical Proficiency: Hands-on experience with CRM platforms (HubSpot), investment tools (Morningstar Direct, Advent APX or Axys), productivity tools (Adobe Acrobat, Claude Pro), and Microsoft Office Suite, with particular strength in PowerPoint.