Asset Management – Customized Managed Account Solutions – Client Account Specialist (Associate) 210698069 jobs in United States
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55ip · 1 day ago

Asset Management – Customized Managed Account Solutions – Client Account Specialist (Associate) 210698069

positionColumbus, OH
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

55ip is a platform that streamlines tax-smart investment management for financial advisors, delivering automated, personalized, and optimized tax outcomes. The Client Account Specialist will be responsible for managing client relationships and ensuring accurate and timely account servicing while collaborating with various teams to provide customized managed account solutions.

Asset ManagementFinanceFinancial ExchangesFinancial ServicesFinTechWealth Management
Hiring Manager
Steven Cruz, MBA
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Responsibilities

Managing client relationships
Ensuring accurate and timely account servicing
Supporting client onboarding processes
Maintaining account data integrity
Addressing client inquiries
Collaborating with various teams to provide customized managed account solutions

Qualification

Analytical SkillsInvestments KnowledgeAsset Management UnderstandingFinance BackgroundCommunication SkillsTechnologyDetail-orientedSelf-motivated

Required

Strong Analytical Skills with the ability to evaluate data and address complex client scenarios
Excellent Communication skills, including clear and concise verbal and written communication for clients and internal teams
Knowledge and understanding of Investments and Asset Management processes
Background in Finance, complemented by relevant work experience and financial product understanding
Detail-oriented and self-motivated with the ability to manage multiple priorities effectively
Proficiency in relevant technology or digital tools used in the financial services industry

Preferred

Bachelor's degree in finance, economics, or a related field

Company

55ip

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55ip is a tax-smart investment strategy engine used by financial advisors to dramatically improve their efficiency and effectiveness.
dateFounded in 2016
location
Boston, Massachusetts, USA
people-size51-200 employees
web-link
http://www.55-ip.com

Funding

Current Stage
Growth Stage
Total Funding
$10M
2020-12-02Acquired
2019-01-01Series Unknown
2017-04-13Series A· $10M

Leadership Team

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Gautam Sachdev
Chief Executive Officer
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Matt Pepdjonovic
Vice President, Advisor Success Manager
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Recent News

Yahoo Finance
WealthStack Roundup: 55ip and InvestCloud Expand Strategic Partnership
2025-12-06
Boston Globe
South Station tower close to landing anchor tenant: JPMorgan
2025-10-02
Company data provided by crunchbase