Allocator (Client Service Associate)

Posted 22 days ago
Main Location
New York City, NY, United States
Open jobs

Gilder, Gagnon, Howe & Co., a successful and dynamic investment firm with a long history of risk-taking and thought leadership, is seeking an individual with experience as a Registered Client Services Associate to serve in a unique capacity. On this team at GGHC, the Client Service Associate serves a critical role as a skilled relationship builder and organizational ambassador, as well as a key solution designer in the allocation and financial maneuvers of trades on behalf of the Portfolio Manager and Managing Partner.

If you are someone who is comfortable with discomfort, able to ask and answer hard questions, inquisitive and responsive enough to identify issues and figure out how to handle them, detail-oriented and accountable enough to make sure every step of the way is handled with care, we’d love to hear from you!

This role is ideal for someone that already has their Series 7 and Series 63 licenses, as well as someone who is a gifted communicator, and has the loyalty and savvy to serve as a brand ambassador, while also maintaining a high level of organizational skills. Ideal candidates will be optimistic and competent individuals who can take a comprehensive perspective and approach questions from a resourceful and problem-solving perspective. If you are of highly motivated character and looking to join a vibrant company with a growth-mindset and creative/social orientation, GGHC may be the right choice for you.

Knowledge, Skills, and Abilities:

  • Series 7 and Series 63 (or 66) licenses
  • Customer Service orientation
  • Knowledge of equities trading including margin and short-selling
  • Competence with Outlook, Word, Excel and Gmail (OneNote)
  • Experience with SalesForce & Wealthscape a plus
  • Knowledge of retirement accounts, trusts and foundations a plus
  • Strong organizational skills and detail orientation
  • Good at communication both internally and with clients
  • Willingness to complete the task(s) at hand and ensure to get the job done
  • Ability to interact with persons of authority or strong personalities.
  • Project management experience.

Qualities

  • Operates with a sense of urgency
  • Persistent
  • Self-starter
  • Patient
  • Curious
  • Focused
  • Resourceful
  • Well-spoken
  • Team player

Responsibilities and Duties:

  • Trade Allocating, including direct interaction money managers and traders
  • Client service and support (build and maintain client relationships)
  • New account opening, closing, and processing
  • Documentation, including client and address updates
  • Interaction with clients and portfolio managers
  • Organizing and attending client dinner events
  • Coordinate with money managers and compliance with producing quarterly letters to clients
  • Tracking and logging detailed notes for client meetings, phone calls and email correspondence
  • Providing assistance for website users
  • Various other duties as needed.
Mission
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Allocator (Client Service Associate)
Gilder Gagnon Howe & Company, Llc.