Job Summary 

The position supervises the day-to-day operations of the Client Services Associates in the performance of their daily responsibilities for Local Government Investment Pools (LGIPs).  

Essential Duties and Responsibilities:  

• Oversee staff of Client Service Associates in their daily activities. 

• Develop and maintain training procedures with the Manager of Client Services. Serve as primary trainer for new associates. 

• Participate in recruiting, interviewing and hiring new staff as turnover occurs. 

• Oversee daily activity including review of associates’ work to ensure timeliness and accuracy.  

• Provide customer service including issue resolution and management of customer communication.  

• Monitor client interactions of the members of the client service team and provide feedback and suggestions for improvements.  

• Periodically perform phone call review and provide training to client service team. 

• Develop and maintain department procedures, including at least annual review. 

• Assist with completion of annual and semi-annual audits. 

• Provide ongoing guidance and coaching of associates and annual performance evaluations. 

• Perform special projects as needed and assigned. 

Decision Making/Difficulty of Work:  

• The position is hands on, fast paced, detail and deadline oriented. 

• The position requires good judgment and possess strong attention to detail. 

• Organizational skills and management of priorities are necessary to succeed in this position.  

• The position requires the willingness to step up and lead the team.  

Minimum Requirements: 

• Ability to work effectively with employees of all levels within the company. 

• Position requires accuracy and strong attention to detail. 

• Must be able to handle multiple tasks and prioritize appropriately. 

Competencies Required 

Computer Skills: 

• Must be proficient in Outlook, Excel.  
• Salesforce experience preferred.  

Interpersonal Skills: 

• Must be able to work closely in a team environment.  

• Must be able to evaluate problems as they occur daily and resolve them in cooperation with co-workers.  

• Excellent customer service skills required.  

• Must be comfortable providing feedback (positive and negative). 

 Communication Skills: 

• Must be able to work closely with the other client service associates, analysts and management. 

• Strong oral and written communication skills are necessary to succeed.  

• Must be comfortable on the phone and client facing.  

Other Training, Education, Special Skills Required: 

Education/Knowledge: 

• Must have a 4-year Bachelor degree, preferably in Accounting or Finance 

• 3+ years of experience required

• Knowledge of financial markets and mutual fund industry preferred 

• Management experience required