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As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients' business and wealth. Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to large institutions, families, individuals and governments, worldwide.
Having been at the centre of the world's financial markets for more than 200 years we can rely on an unrivalled global network of more than 3,800 talented employees and a track-record of outstanding execution with 50 offices around the world.
Our integrated global network of trusted professionals and decision makers around the world provide in-depth market intelligence, meaning we can be closer to current issues than any other global financial institution in our core markets.
It is this scale, local knowledge and intellectual capital that allow us to provide a distinct perspective and effective long-term solutions for our partners.
Overview of Role The Institutional Client Service Associate will partner with the Institutional Relationship Managers (RM) as the key internal liaison to develop and execute a relationship management strategy and provide the highest level of support and service for clients and consultants.
New Client Onboarding
Partner with the RM team and all key stakeholders across the firm (including Portfolio Managers, Operations, Legal & Compliance, Technology and Product Specialists)
Take ownership for the onboarding of all new clients
Serve as the subject matter expert for all relevant areas of the onboarding process and maintenance of client information
Client and Consultation Service
Work with RMs to develop and execute a strategic plan for each client by outlining a service plan, cross selling opportunities and specific deliverables
Support RMs on all day-to-day client and consultant needs, coordinating with key internal stakeholders to ensure a timely response
Identify and escalate any sensitive client issues to the RM and coordinate a timely response
Manage and maintain all client distribution, including ad hoc requests and custom reporting
Coordinate the development of client presentation materials, ensuring accuracy of performance and related statistics
Manage all client information in the Customer Relationship Management system
New Business Development
Work closely with the Rothschild & Co Asset Management team to develop and maintain a new business strategy and ongoing target prospect prioritization and focus list, by providing thoughtful and creative research, updating and tracking a pipeline of opportunities, and proactively preparing information and materials as required
Education and Qualifications
FINRA Series 7 & 63/66
MBA, CFA, and/or CAIA (or working toward), preferred
Experience, Skills and Competencies Required
Prior relevant institutional client service experience at an asset management firm
Excellent oral and written communication skills
Highly organized with exceptional attention to detail and excellent follow-through
Self-starter with high initiative and comfort working in an entrepreneurial, fast-paced environment
Positive attitude and strong work ethic
Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues
Strong analytical and problem solving skills
Strong proficiency with technology
Rothschild & Co North America is an equal opportunity and affirmative action employer. Disabled/Veterans Notice of applicant rights https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf Notice of applicant rights (Supplement) https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf If you are a qualified individual with a disability or disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access this career website.