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Client Account Administrator

February 10, 2022

About Argent Capital

A growing boutique investment firm with over $3.5 billion in assets under management, Argent’s mission is to provide superior investment management services to high‐net worth and institutional investors by outperforming stated benchmarks while providing a level of personal service and communication that is unique in the investment management industry. We foster an open, challenging, and entrepreneurial environment where an individual’s contributions to the team are impactful and valued.

Overview of Position

We are looking for a solutions‐oriented team member. The Client Account Administrator 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. The position sets the tone for many areas of the organization every day. It requires a deep understanding of internal systems and the ability to manage client expectations. Organization and the ability to prioritize client requests is crucial in this role.

Primary Goals and Supporting Responsibilities

  • Monitoring client account transactions daily, and identifying all resulting action items
  • Communicating priority client needs to Client Service team and following through on all items
  • Processing changes to account registrations, investment strategy or restrictions in client accounts
  • Onboarding new accounts, identifying potential issues and elevating when necessary
  • Communicating with all involved parties (custodians and internal departments) to resolve account administration issues
  • Creating and maintaining account information in Argent’s CRM system (Salesforce)
  • Preparing client review materials for high net worth and institutional clients
  • Performance reporting for the firm’s institutional client base
  • Supporting the Client Service team in other areas as needed

Preferred Qualifications

  • Experience, Education and Professional Designations
    o Minimum of 4 years’ experience in financial services or a related industry
    o Minimum of a Bachelor’s degree in Business or a related field
  • Skills
    o Familiar with concepts, practices, and procedures for client service and account administration in the Financial Services field
    o Exceptional organization and communication skills, attention to detail, and time management skills
    o Experience with Microsoft Office Suite and Adobe
    o Experience with Salesforce and Advent/AXYS is preferred, but not required
    o Interest in learning new systems

 

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To apply: Send resume and cover letter to [email protected]