Client Service Specialist
Ehlers is currently seeking an organized and independent individual to join our Investments team as a Client Service Specialist. This entry-level position will support our Investment and Client Service Advisers across the full spectrum of municipal fixed income investments including our trading desk, portfolio analysis, fixed income investment analysis, and client service support.
Ehlers delivers an outstanding compensation package! We offer a 100% employer contributed ESOP, competitive wages, discretionary and goal-based performance bonuses, and two excellent health-care coverage plans. We also provide employer-paid life insurance, life insurance options for spouses and children, dental insurance, and generous vacation and sick-time allowances.
Ehlers is proud to be an equal opportunity workplace and affirmative action employer. We are committed to equal employment opportunity regardless of age, color, sex, disability, national origin, race, religion, or veteran status.
Job Details
- Level: Entry-Level
- Job Location: Roseville, Minnesota
- Position Type: Non-exempt
- Education Level: Post-secondary
- Salary Range: $47,000 - $60,000
- Travel Percentage: n/a
- Job Shift: Day
- Job Category: Investments
Essential Job Functions
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Client Service
- Support Client Service Advisers with client account requests including onboarding, new account setups, move money requests, change of signer requests, account overdrafts, reinvestment requests, and cash flow forecasting
- Monitor and respond to client service requests
- Support the Investment and Client Service Advisers in maintaining positive working relationships with local government investment clients and investment providers
- Support Investment Advisers in managing segmented client relationships, portfolio analysis, business development, and market analysis
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Analysis & General Development
- Leverage Ehlers’ CRM to track annual portfolio reviews, reinvestments, client interactions, and business development
- Evaluate governmental accounting information to identify investable assets
- Assist Client Service Advisers in completion of client RFPs for banking services
- Attend conferences, seminars, and other training to stay current with all aspects of the position
- Research new government legislation and financial periodicals to gather and analyze financial statements for industry, regulatory and economic information.
- Perform other duties as required to fulfill the mission of the company
Requirements
Education:
- Post-secondary education in Public Administration, Business, Economics, Math, etc. or equivalent work experience, required
Experience:
- 0 – 3 years’ experience or exposure to fixed income markets, client relationship management, investment advisory, government finance or accounting, banking or treasury management, business sales & marketing, or public administration
- Other helpful but not required experience includes investment advisory experience with Series 7, 65, or 66 registration, experience with Bloomberg, Pershing, or SS&C product suite
Knowledge/Skills:
- Ability to learn the fundamentals of governmental accounting and investment concepts and principles
- Ability to learn the municipal bond market, fixed income securities, bond issuance process, debt capital market participants, fixed income portfolio & market analysis.
- Excellent interpersonal and written communication skills
- Demonstrated analytical and problem-solving skills
- Excellent PC skills using the Microsoft Office suite, CRMs, and database programs
- Exceptional project management skills, including attention to detail and accuracy
Physical Demands:
- Perform stationary work 90% of the time using a computer and applicable office equipment.
- Move about inside the office 10% of the time to access files, office equipment and communicate with colleagues.