Client Relations Representative
Company: Parametric
Location: Seattle
Posted on: January 12, 2021
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Job Description:
At Parametric, we offer competitive salaries, generous benefits
and opportunities for growth and development. We invite you to
explore our available job opportunities listed below and look
forward to having you become a part of our continued
success!General DescriptionThe Client Relations Representative
works closely with Parametric regional sales teams, as well as
other cross functional internal teams, to maintain excellent client
relationships for the firm. The Client Relations Representative
will become a primary contact person for our client accounts to
ensure high level client satisfaction and seamless experience with
Parametric across our respective strategies.Primary
Responsibilities* Partner with Regional Reps and other internal
teams on existing client relationships.* Become the primary contact
for assigned accounts as well as oversee activity management for
existing clients.* Effectively utilize internal systems to respond
to client requests - asset values, status updates, tax efficiency,
account performance, etc.* Manage client requests by liaising with
the Activity Management team, and effectively utilizing internal
resources for information, paperwork, transition analyses, etc.*
Lead and participate as needed on client conference calls and
meetings; lead and participate in client/channel onboarding events
as requested.* Provide updated portfolio analysis for new and
existing clients.* Facilitate the termination of client accounts
and assist in ensuring final invoice(s) is accurate as needed.*
Communicate account changes and understand departmental
implications.* Build channel guides to mitigate risk during
instances of team member absences, and cross-train with peers to
ensure coverage.* Contribute and lead team projects and support
other internal teams as needed/required on ad hoc projects.*
Facilitate the training of junior team members and interns.Job
Requirements* 4-year degree, preferably in related discipline such
as economics, finance, or marketing; work experience in lieu of
degree will be considered.* A minimum of 2-4 years proven
experience working with financial services advisors / money
managers.* Knowledgeable experience with registered investment
advisors (RIAs), the Family Office community, separate accounts,
unified managed accounts (UMAs), institutional investors,
tax-efficient products, and/or indexes a plus.* Strong
relationship-building skills and ability to thrive in team
environment crucial.* Excellent communication skills - both
internally/externally in written/oral/auditory essential.*
Proficient with MS Office and the ability to learn additional
internal/ external software programs.* Resourcefulness, problem
solving, and organization (ability to prioritize effectively) a
must for success.* Ability to work in fast-paced environment with
several hourly deadlines while maintaining a high level of
attention to detail. Flexible, willing and able to work long hours
as needed.Parametric is an equal opportunity employer and is
committed to providing a work environment that is free of
discrimination and harassment. It does not discriminate against
applicants or employees with respect to any terms or conditions of
employment on account of race, color, religion, creed, national
origin, ancestry, sex, sexual orientation, age, pregnancy,
parenthood, physical or mental disability (actual or perceived),
medical condition including genetic characteristics, marital
status, citizenship status, military service, gender, gender
identity or express, registered domestic partner status, domestic
violence victim status, status with regard to public assistance, or
any other characteristic protected by applicable federal, state or
local laws. Parametric also prohibits discrimination based on the
perception that a person has any of those characteristics or is
associated with a person who has or is perceived as having any of
those characteristics. This commitment applies to all persons
involved in the operations of Parametric, and prohibits unlawful
discrimination by any employee of Parametric, including supervisors
and co-workers. All employment decisions shall be consistent with
the principles of equal employment opportunity.The information on
this website is for U.S. residents only and does not constitute an
offer to sell, or a solicitation of an offer to purchase,
securities in any jurisdiction to any person to whom it is not
lawful to make such an offer. Investing entails risks and there can
be no assurance that Parametric (and its affiliates) will achieve
profits or avoid incurring losses. All investments are subject to
potential loss of principal. Parametric does not provide tax or
legal advice. Prospective investors should consult with a tax or
legal advisor before making any investment decision. Please refer
to the disclosure page for important information about investments
and risks.
Keywords: Parametric, Seattle , Client Relations Representative, Other , Seattle, Washington
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