Summary

The Client Service Associate acts as a liaison between client, portfolio manager, custodian, and the operations and reconciliation departments.

Responsibilities

• Respond and resolve client requests/inquires on a timely basis.
• Monitor new accounts, set-up, closing accounts, and transfers.
• Oversee and review account performance, cash outflows and inflows.
• Monitor asset allocation, cash balance, overdrafts, and investments.
• Responsible for upkeep of client’s permanent file.
• Research performance issues.
• Cash management.
• Run daily, weekly, monthly reports.
• Prepare and follow up for client meetings.

Qualifications

• Bachelor’s degree, preferably in business, finance, or economics.
• 2 years of industry experience; managed account experience preferred.
• Must be detail oriented, possess strong organizational skills, work well under pressured time constraints while meeting strict deadlines.
• Must be able to work well with all levels of management, possess good interpersonal skills, work independently and prioritize while handling several tasks at once.
• Ability to communicate and perform in pressured situations in an efficient and professional manner.
• Must demonstrate an ability and eagerness to learn about the financial industry as well as the particular philosophies and investment strategies of the company.
• Must possess a curiosity for learning and improving upon all aspects of the position including technological and organizational strategies.
• Must be proficient in Microsoft office applications, including Word and Excel.

This role is based in our Winter Park, FL office on a hybrid schedule - 4 days per week in-office, 1 day per week remote. 

Summary:

The Office Manager is responsible for delivering comprehensive administrative and operational support to the Florida office. This role ensures a well-organized, efficient, and professional workplace environment while supporting the broader Florida team through coordination of office operations, facilities, logistics, and employee experience initiatives.

Responsibilities:

• Oversee day-to-day office operations and serve as the primary point of contact for property management and building services.
• Coordinate all facilities-related needs, including maintenance, utilities, janitorial services, mail operations, and safety compliance.
• Maintain a clean, organized, and fully functional office environment, proactively identifying and addressing issues.
• Manage purchasing, budgeting, and inventory for office supplies, kitchen items, and other workplace essentials.
• Provide administrative support to the Florida team, including managing calls, scheduling meetings, preparing materials, and responding to general office requests.
• Partner with IT to support office technology and infrastructure, including workstation setup, conference room functionality, and coordination of technical needs.
• Coordinate employee experience initiatives such as wellness programs, office events, volunteer opportunities, and engagement activities.
• Communicate office-related updates, policies, and procedures to employees.
• Coordinate logistics for meetings, visitors, and internal events.
• Provide backup reception and administrative coverage for the Boston office as needed.

Qualifications:

• 2–5 years of experience in office management, workplace operations, administrative support, or a related field.
• Experience coordinating vendors, facilities, or office services.
• Strong organizational skills with the ability to manage multiple priorities and adapt in a fast-paced environment.
• Excellent interpersonal and communication skills, with a customer-service mindset and a focus on employee experience.
• High level of professionalism, discretion, and reliability.
• Proficiency in Microsoft Office and comfort with workplace technology tools

This role is based in our Winter Park, FL office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.