Breckinridge Capital Advisors

BRECKINRIDGE JOB OPPORTUNITY

TITLE: Client Services Associate

LOCATION: Boston, MA

JOB SUMMARY: Breckinridge Capital Advisors is seeking a Client Services Associate to become a member of the Client Services Team. The Associate will provide support and assistance to all client lifecycle events, such as new account onboarding and terminations. In addition, he/she will interact directly with clients, advisors and internal teams to ensure requests and other servicing matters are completed in a timely manner. A general understanding of the financial services industry and the fixed income markets is beneficial. The position will report to the Chief Operating Officer. 

ESSENTIAL FUNCTIONS:

  • Process client account inceptions, changes and terminations with accuracy
  • Ensure all requests from clients and others are answered in a timely manner
  • Maintain client relationship data via an internal system
  • Prepare client reports on a monthly, quarterly and ad- hoc basis
  • Provide phone coverage for the business line and dispatch to the appropriate team
  • Propose and implement improvements to processes and procedures
  • Complete ad-hoc tasks or projects as assigned

KNOWLEDGE, SKILLS AND ABILITIES:

  • Excellent attention to detail, accuracy and quality in a fast-paced environment
  • Ability to work independently while also collaborating with other team members
  • Demonstrated ability to multi-task, while working on projects simultaneously and producing quality work
  • Responsive, timely, and diligent with respect to all requests
  • Excellent problem solving/ critical thinking skills; suggesting efficiency improvements
  • Excellent interpersonal and communication skills with experience in a team-based environment and act as a resource for colleagues

EDUCATION AND EXPERIENCE:

  • Possess a minimum of 2-5 years of experience in client service and / or operational role preferred
  • Proficiency in MS Word, Excel, PowerPoint, Outlook, Adobe Acrobat and Salesforce
  • Bachelor’s degree required (preferably in finance, economics, or business administration)

 

TRAVEL REQUIREMENTS:

  • Frequent travel will not be required with this role
  • Employee may occasionally be required to attend conferences

ABOUT BRECKINRIDGE: Breckinridge Capital Advisors is a Boston-based investment advisor specializing in the management of high-grade fixed income portfolios for institutions and private clients. Working primarily through a network of investment consultants and advisors, Breckinridge offers municipal, corporate, government, and sustainable bond strategies in customized separate accounts. Our mission is to provide the highest caliber of fixed income management, thereby facilitating the sustainable flow of capital from long-term investors to responsible corporations and impactful municipal projects. As a certified B Corporation and a UN PRI signatory, we are deeply committed to the integration of sustainability standards throughout the company. www.breckinridge.com

OUR RECRUITING PHILOSPHY: Breckinridge is looking for talented individuals who believe in our vision and are eager to help us reach our goals. We are especially committed to fostering a strong company culture that emphasizes collaboration, innovation, and excellence.  If you are interested in exploring this opportunity, please contact Bob Conlon, Director of Human Resources, at rconlon@breckinridge.com

 

EQUAL EMPLOYMENT OPPORTUNITY:

 

It is the policy of Breckinridge Capital Advisors to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy / childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status or any other category protected by federal, state and /or local laws. 

Equal Employment and Opportunity Employer / Disabled / Veteran