Job Abstract

ID

2024-2889

Job Category

Client Service

Position Type

Full-Time

Guggenheim Partner’s Investment Management seeks a self-motivated individual to join its Client Service Support (“CSS”) team. Reporting to the CSS team manager, this is a role in a highly integrated and visible team responsible for coordinating all client operational requests and onboarding and offboarding accounts. The position presents a unique opportunity working across the organization to provide a centralized and cross-functional viewpoint. Part of one’s success will be cultivating relationships across business areas including but not limited to Client Services, Portfolio Management, Trading Desks and Operations.

Central to this role are exceptional communication & listening skills with the ability to ask pointed and open-end questions necessary to provide the correct responses to the client. The ideal candidate will have an eagerness to learn and apply their knowledge; and the ability to thrive in a fast-paced environment where it is important to prioritize and manage a multi-stream workload.

The position is located in our New York City office.

• Responsible for on-boarding of Guggenheim’s separately managed accounts, coordinating across the front, middle and back offices to ensure efficient workflow and rigorous follow-up with internal departments including AML/KYC, Legal and Compliance.
• Accountable for assigned operational client requests - prompt, accurate and thorough resolution to client inquires – and managing client expectations and timing of downstream inputs, with ultimate responsibility for the final product.
• Own the various transitions, legal documentation updates, and other changes required by the client throughout their lifecycle.
• Coordinate across various teams during the client’s audit period, ensuring a successful audit.
• Instruct and or/process asset and cash movements during the lifecycle of a client.
• Create and maintain customer information and documentation in various databases/systems.
• Coordinate the operational setup of internally structured deals and model portfolios used by prospective/existing clients to evaluate potential opportunities.
• Diligent use of internal and external daily dashboards and reports for consistent communication and transparency with relevant stakeholders and clients.
• Assist with various ad-hoc and special projects as directed by management.

• Experience working with investment management marketing and distribution teams
• Strong time management and prioritization skills
• Critical skills to identify and escalate non-standard issues to management
• Capability to engage in multiple initiatives simultaneously
• Keen focus on detail with extraordinary attention to quality work products
• Skills to analyze and manage large sets of interconnected data and information
• Experience designing, documenting and implementing processes a plus

• Undergraduate degree
• 6+ years of work experience in investment management or financial services
• High proficient use of Microsoft products; especially skilled in Excel, Visio and Word
• Experience with systems including Blackrock Solutions trading system
• Experience working in an organization with colleagues and departments across geographies

Annual base salary between $110,000 and $125,000.

The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

Currently, this role is expected to be in the ­New York office at least 4 days per week.

Guggenheim Partners is a diversified financial services firm that delivers value to its clients through two primary businesses: #GuggenheimInvestments, a premier global asset manager and investment advisor, and Guggenheim Securities, a leading investment banking and capital markets business. Guggenheim’s professionals are based in offices around the world, and our commitment is to deliver long-term results with excellence and integrity while advancing the strategic interests of our clients.

Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Learn more at GuggenheimPartners.com, and follow us on LinkedIn and Twitter @GuggenheimPtnrs.