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 3 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

Experience / Skills Preferred

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