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Laffer Tengler Investments · 2 days ago

Client Service Associate / Relationship Manager

Scottsdale, AZ

Full-time

Onsite

Senior Level

5+ years exp

Laffer Tengler Investments is a growing asset management firm with over $1.5 billion in assets, seeking an experienced Client Service Associate/Relationship Manager. This role involves client on-boarding, documentation, and managing communications for clients while providing support to the Investment and Relationship Management teams.

AdviceAsset ManagementConsultingFinancial Services

Responsibilities

Develop a complete understanding of the firm’s investment philosophy and products to effectively communicate with clients

Research and respond to internal and external client inquiries with a sense of urgency

Engage in daily operations, monitoring and helping to facilitate client requests, distributions, and reporting

Perform duties and special projects independently or with a team as required by the Investment and Relationship Management teams

Train clients on the firm’s platforms (primarily Black Diamond and Pershing)

Deliver exceptional, proactive service, and become a trusted partner to internal teams in onboarding client accounts and managing relationships

Build strong relationships with internal colleagues, external custodians, and the firm’s various vendors

The individual in this role will be expected to seek and apply coaching and feedback

Qualification

Investment management experienceClient service skillsFinancial concepts understandingInvestment reporting softwareExcel skillsCommunication skillsOrganizational skillsInitiativeTeam collaboration

Required

Completion of a four-year college degree in (but not limited to) the following areas: Accounting, Business Administration, Economics, Finance, Marketing, or Operations

At least 5 years' experience working in accounting, finance, operations, back office, or client service, preferably in asset or wealth management

A passion for investing and the ability to communicate intelligently with high-net-worth individuals about their investment portfolios

Initiative to create and implement efficient workflows and processes

Experience with investment management and reporting software (preferably APX, Black Diamond, and/or SQL), along with experience with custodian banks (Pershing and Schwab)

Strong working knowledge of the investment management business, and an understanding of equity and fixed income markets

Ability to grasp financial and investment concepts, along with the ability to create, navigate, and maintain complex spreadsheets (i.e., Excel skills)

This is an in-office position – the individual must be in or willing to relocate to Scottsdale, Arizona

FINRA Series 65 license (or ability to obtain within six weeks of hire)