Registered Client Services Associate / Allocator

Posted a month ago
Main Location
New York City, NY, United States
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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. This position combines tasks around Client Services, Executive Assistant, Client ambassador and Allocator, will serve a critical role as an organizational hub, working closely with two allocators on client management, one Partner and two Portfolio managers in personal and team-wide organizational and scheduling tasks.

Knowledge, Skills and Abilities:

  • Good at communication, both written and orally
  • Strong organizational skills and detail orientation
  • Basic accounting and strong math skills
  • Willingness to complete the task(s) at hand and ensure to get the job done
  • Ability to interact with persons of authority who are focused on maintaining a level of service and firm culture
  • Customer Service orientation
  • Competence with Outlook, Word, Excel, PowerPoint and Gmail
  • Ability to multi-task
  • Knowledge of equities trading including margin and short-selling
  • Experience with SalesForce & Wealthscape an added benefit
  • Knowledge of retirement accounts, trusts, and foundations a plus
  • Series 7 and Series 63 (or 66) licenses

Qualities

  • Team player
  • Operates with a sense of urgency
  • Goal-oriented Persistent (Not afraid to ask questions and willing to learn)
  • Resourceful
  • Well-spoken

Responsibilities and Duties:

  • Client service and support
  • New account opening, closing, and processing
  • Documentation, including client and address updates
  • Tracking and logging detailed notes for client meetings, phone calls and email correspondence
  • Interaction with portfolio managers and clients
  • Assisting with and attending client dinner events
  • Coordinate with money managers and compliance with producing quarterly letters to clients
  • Providing assistance for website users
  • Trade allocation
  • Data entry and salesforce database management
  • Maintain calendars, scheduling appointments, travel arrangements with basic bookkeeping - personal and private
  • Various other duties/projects personal and team wise as needed
Mission
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Registered Client Services Associate / Allocator
Gilder Gagnon Howe & Company, Llc.