Client Onboarding Associate - Investments

Description

Active Index Advisors (AIA) helps clients customize portfolios for specific investment objectives including tax management and values-alignment. This position is responsible for ensuring each account is onboarded and implemented according to its custom instructions. This is a hybrid position located in Boston, MA or San Francisco, CA. and requires employees to be onsite a minimum of 2 days. If based in San Francisco, this position needs to work east coast market hours (6am - 3pm PST).

What you will do:

Develop an in-depth understanding of AIA’s custom solutions and investment process.

Build strong relationships with advisors and provide assistance with the new account onboarding process.

Monitor and review incoming new accounts across multiple programs and platforms and coordinate with advisors, sponsors, and custodians.

Prepare new accounts to trade, including a review of necessary documentation and organizing data in Excel.

Review maintenance requests such as style changes, tax strategy changes, and adding/removing restrictions and organize data in Excel.

Follow up with sponsor firms to acquire missing cost basis information and missing special instructions.

Coordinate with Portfolio Managers and other internal teams, ensuring accounts are in good order before trading.

Review accounts after implementation to ensure that gains/losses are recognized accurately. Resolve discrepancies as needed.

Review restrictions on a periodic basis to ensure applicability and validate and resolve any conflicting restrictions.

Assist with the confirmation of client annual gain budget updates, as needed.

Manage Salesforce-based requests, dashboards, and workflows.

Identify any operational improvements, innovation or automation opportunities inside and outside the department and document and maintain procedures.

Represent AIA for any legal contract, due diligence, RFP, audit or compliance requests or reviews as needed.

Other responsibilities and projects as assigned.

What you’ll bring:

Experience/Skills Required

3+ years of relevant financial services/asset management experience or equivalent internal experience.

Series 65 required.

Proficient in MS Office (Word, Excel, PowerPoint, Outlook).

Client-focused; professional attitude; excellent interpersonal, verbal, and written communication skills.

Excellent organizational and follow-up skills, with outstanding attention to detail.

Flexibility and adaptability sufficient to work in a fast-paced environment and meet and execute multiple tasks within tight time frames.

Ability to work independently as well as collaboratively within a team environment.

Excellent problem-solving skills.

Bachelor’s degree

Experience/Skills Preferred

Prior experience with Separately Managed Accounts/UMAs

Experience with Salesforce

Experience with DocuSign and creating, editing, and managing documents using Adobe Acrobat.

Knowledge of portfolio accounting systems, business intelligence tools, and relational databases.

Knowledge of tax and accounting concepts and principles.

Who we are:

We put the best interests of our clients, employees, communities, and environment first in everything we do. We’re dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees — and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*.

#NatixisIMCulture

In accordance with the California salary transparency law, the expected annual base salary for this San Francisco, CA, United States-based position is $55,000.00 - $95,000.00. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses and other Natixis sponsored benefit programs.

Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law.

Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly.

*Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits.