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Client Service/Operations Associate

Stamford, CT

NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Greenwich, Connecticut and operates as a part of the Focus Financial network.

 

Position Summary

NorthCoast Asset Management, a Division of Kovitz Investment Group, is looking for a Customer Service / Operations Associate to join our team in their Stamford, CT office. This role will report directly to the Senior Director Operations and work closely with the marketing and operations team. Primary responsibilities include submitting and managing client paperwork to custodians, entering client information into various systems, maintaining our CRM system, troubleshooting custodial and client operations issues, client mailings, answering phones, greeting visitors, ordering office supplies and office maintenance.

The ideal candidate will have strong communication skills and the ability to multi-task. A hands-on approach and desire to work in a growth-oriented environment is crucial to this role’s success. This individual must have strong command of Microsoft Word, PowerPoint, and Excel

Primary Responsibilities

  • Submit and manage client paperwork to custodians.
  • Manage and own custodial paperwork changes.
  • Enter client information in our CRM and portfolio account system.
  • Managing our CRM system.
  • Troubleshooting system, custodial and client operational issues.
  • Answer phones, and route client requests appropriately.
  • Research and resolve any client account issue.
  • Help coordinate company lunches and team events
  • Welcome visitors and assist with client mailings.
  • Help with ordering office supplies, distributing mail, office maintenance and conference room scheduling.

Qualifications

  • Bachelor’s degree
  • Strong command of Microsoft Word, PowerPoint, and Excel
  • A positive attitude and high energy level
  • Proactive communication and follow-up.
  • Excellent verbal and written communication skills
  • Impeccable attention to detail
  • Experience in the financial services industry a plus
  • Salesforce experience a plus

 

The annualized base pay range for this role is expected to be between $50,000-$60,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

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For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.

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