Client Service Associate

About Concentric Innovation: Concentric Innovation (“Concentric”) is an investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and institutional investors. Founded in 2001 and based in San Francisco, the firm has spent over two decades refining its proprietary technology to deliver tax-efficient investment outcomes and specializes in developing investment solutions at scale for its clients. Managing $13+ billion in assets, Concentric's mission is to empower advisors with precision-driven solutions that streamline operations, optimize investment objectives, and enhance client experiences. Since 2022, Concentric has been an affiliate of Pathstone Family Office, LLC, fueling collaboration with a like-minded wealth management partner, expanding its reach and capabilities for a new generation of investors.

Operating at the intersection of quantitative investing, technology innovation, and client-first service, Concentric offers an innovative environment where talented professionals can help shape the next generation of investment management infrastructure.

Position Summary: We are seeking a dynamic Client Service Associate to support our client service operations. This role requires 1 – 4 years of experience in client relationship management, customer success, or account management. The Associate will implement client service strategies, foster client relationships, ensure customer satisfaction, and drive business growth through exceptional service delivery.

Key Responsibilities:

Client Relationship Management:

• Build strong relationships with key institutional clients, including portfolio managers, investment advisors, and decision-makers. 
• Proactively identify and address client needs, concerns, and potential issues. 
• Conduct regular client reviews and provide comprehensive reporting on portfolio performance and investment strategies. 

Service Delivery:

• Ensure high-quality service delivery across all client touchpoints. 
• Process onboarding for new institutional clients, including account setup, documentation, and compliance checks. 
• Monitor client service metrics to identify areas for improvement and implement necessary changes. 

Operational Management:

• Collaborate with internal teams (trading, portfolio management, compliance, operations) to ensure smooth execution of client orders and requests. 
• Maintain efficient workflows and procedures for client servicing activities. 
• Resolve complex client issues, escalated inquiries, and potential disputes effectively. 

Business Development:

• Identify opportunities to expand existing client relationships and generate new institutional business. 
• Participate in client presentations and pitch meetings to showcase the firm's capabilities and investment strategies. 

Compliance and Regulatory Adherence:

• Adhere to all relevant regulatory requirements and compliance standards. 
• Stay updated on industry regulations and best practices related to institutional client service. 

Required Skills & Qualifications:

• Bachelor’s degree is required.
• 1 – 4 years of related experience is required.
• Understanding of the institutional investment landscape, including products, regulatory requirements, and client needs. 
• Proven experience in managing complex client relationships. 
• Excellent communication and interpersonal skills.
• Strong analytical capabilities and ability to deliver data-driven insights. 
• Experience with direct indexing strategies, tax-aware portfolio management, and fixed income securities is preferred.
• Series 65 license required or must be willing to obtain within six months of hire.

Our talented people are our greatest asset and therefore we offer a competitive, and flexible benefits program that helps meet the needs of our team members and their families. Concentric Innovation’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

Pay Transparency: Concentric’s expected starting base compensation range for the position as of the time of this posting is $70,000 - $85,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for this position. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Concentric Innovation is proud to be an equal opportunity employer.

As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.

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