Investment Client Relations Associate - Tributary Capital Management

At FNBO, our employees are the heart of our story--and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.

Our Modern, Flexible Workplace:

 

We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to work from anywhere at any time, allowing for more flexibility in where and how you work. We know that choice and flexibility are important to you. We also recognize that flexible and remote positions can become opportunities for military partners, caregivers, and individuals with disabilities to thrive at our company. We invite you to consider what a Modern, Flexible Workplace can mean for you!

It is anticipated that an incumbent in this role will work onsite for three (3) or more days a week and will have a dedicated workspace when working onsite. Work location is subject to change based on business needs.

Summary of the Job:

 

The Client Relations Associate will work to support the marketing and client service team within Tributary Capital Management including assistance with the mutual fund administration duties of the firm. Duties include report generation, preparation of marketing materials and RFP responses, coordination of board materials and assistance with client routine and ad-hoc requests. Provide administrative support as needed for the team.

About This Role:

 

Key Accountabilities:

Client Support - Provide an exceptional client experience for both internal and external clients

• Maintain a high level of customer service for all internal and external clients.
• Be proactive and leverage the value of all relationships - exercise a willingness to be a resource to colleagues.
• Work to ensure adherence to service level agreements with key clients.
• Put together presentation books and reporting for clients.

Marketing Support - Work closely with the Director of Sales and Client Service to assist in implementation of the marketing strategy.

• Update databases with current information on the Tributary Strategies.
• Maintain current marketing support materials.
• Prepare RFP responses.

Mutual Fund Administration - Work closely with the Director of Sales and Client Service to learn about the Tributary Funds.   

• Serve as a point of contact for fund customer requests.
• Monthly and Quarterly Reporting on Assets, Sales and Regulatory Requirements.
• Monthly calculation of payments to Dealers.
• Coordination of Board Materials.

The Ideal Candidate for This Role:

 

Required:

• Bachelor's Degree in Business Related Field
• 1 year of experience in the investment or financial services industry
• Proficient with Microsoft Office suite of products with an emphasis on Word, Excel and PowerPoint
• Exceptional attention to detail
• Strong client service background and skills
• Excellent oral and written communication skills

Desired:

• Knowledge of Regulatory and Compliance issues pertaining to brokerage and investment management industry
• 3 - 4 years' experience in investment or financial services industry
• Familiarity with Microsoft InDesign

Equity, Diversity, & Inclusion:

FNBO is committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this,  we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact.  FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce.

See the full FNBO Equity, Diversity, & Inclusion Statement here

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

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