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 Description
The Associate, Client Onboarding is responsible for working closely with the Client Service and Oversight Management teams, certifying timely and accurate execution of client contracts. The Associate will also manage the internal new account workflow ensuring excellent relationships with the firm. Technical and Professional skills are honed in a dynamic work environment, with opportunities to expand responsibilities and gain visibility.
Primary Responsibilities
- Partner with Regional Reps, Client Service Teams and other internal teams on new relationships.
- Become a contact for new accounts working to with middle offices and advisors to ensure a smooth account onboarding. This includes communicating to them to answer onboarding questions, verifying account details and uploading inception securities and cash.
- Effectively utilize internal systems to respond to client requests. Assist with establish new accounts in proprietary systems; coordinating with Client Service and Sales Team to ensure proper setup, as needed.
- Manage client requests by effectively utilizing internal resources for information, paperwork, transition analyses, etc.
- Provide updated portfolio analysis for new clients
- Verify and coordinate all new accounts with the Activity Management Team and Portfolio Managers to meet daily deadlines and ensure the accounts trade.
- Complete the account process that have been built by Onboarding Associates by working externally with advisors and channel teams.
- Certify all account documentation is received and properly submitted for archiving
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 1-2 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.
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.