Investment Analyst jobs in Boise, ID

Position Overview: This position is responsible for the day-to-day servicing of clients and account maintenance, serving as a key contact person for all account-related client requests.

Duties & Responsibilities

· Initiate and field client service calls.

· Process tasks in the client workflow queue.

· Prepare and process paperwork for client transactions, including but not limited to opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, etc.; communicate status of transactions to clients and Advisors (e.g., when assets have transferred, when deposits are received, etc.).

· Provide ongoing client account maintenance (e.g., money requests, checks, wires, ACHs, regular periodic transfers, transfer of securities amongst accounts, special accounts, ongoing special client instructions, etc.).

· Check custodian alerts daily and perform appropriate actions.

· Process required minimum distributions (RMDs).

· Client meeting preparation.

· Collaborate with advisors for proper new client onboarding, with duties including client education (e.g., online account access) and proper account set up.

· Data input into software systems.

· Maintain accurate notes and records in the CRM and other programs.

· Client daily deposits and reconciliation.

· Support the firm’s marketing efforts including website updates and handling client communication projects.

· Assist with projects and back-up front desk duties as needed.

Qualifications

· Bachelor’s degree preferably in business, accounting, finance, economics or related experience.

· 1 years of experience in client service and/or operations in the financial services industry (preferably with an independent registered investment advisory firm).

· Proficiency in Microsoft Office (required); experience with CRM, document management, and portfolio accounting software (preferred).

Other Skills & Experience

· Continuously exhibits personal integrity and professional initiative.

· Reliable, follows through on commitments, does not shrink from new challenges.

· Possesses a passion to help new and existing clients.

· Must be organized, detail-oriented and able to manage and prioritize tasks.

· Demonstrates a commitment to accuracy by delivering high quality work.

· Excellent written and verbal communication.

· Collaborative and able to work effectively with others.

· Flexible team player who is highly adaptable to change and open to new ideas.

· Demonstrated ability to work successfully in an entrepreneurial, small company environment.

· Uphold firm’s purpose, vision and values.

Job Type: Full-time

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• 401(k)
• 401(k) 6% Match
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Compensation package:

• Bonus opportunities
• Profit sharing

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Relocate:

• Eagle, ID: Relocate before starting work (Required)

Work Location: In person