Senior Client Service Representative

Apply Now

Essential Duties
1. Generally, services clients including new account set up, account and/or fund transfers, wire requests, directives to money managers and custodians, preparing partnership documents, gathering AML identity documents, drafting of letters for clients regarding assignments and re-registrations, establishing standing instructions for accounts with recurring distributions and/or contributions as needed.
2. Assists Advisors and Relationship Managers in the coordination of raising cash for private investment capital calls, distributions, and other cash needs.
3. Works with custodians

Job Duties
• Assists with transaction reconciliation when necessary.
• Updates client information such as new address, name change, beneficiary changes, etc. in a timely manner in the CRM and other databases.
• Attends client and prospect meetings with investment advisors as requested.
• Analyzes and resolves quality and customer service problems.
• Proactively seeks ways to improve process efficiency and maximizing the use of our software tools as it relates to your responsibilities.
• Performs other duties as assigned.
• Maintains punctual, regular, and predictable attendance.
• Works collaboratively in a team environment with a spirit of cooperation.

Supervisory Responsibilities
This position has no supervisory responsibilities.

Ability to perform essential job duties with or without reasonable accommodation and without posing a direct threat to the safety or health of employees or others. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties.

Education & Experience
Bachelor’s degree from a four-year college or university with three to five years related experience and/or training or equivalent combination of education and experience working in brokerage and/or trading.
This role requires an understanding of investment compliance, different investment product types, investment terminology, and experience with alternative investments/Limited Partnership investments.

Certificates, Licenses, and/or Registrations
This position does not require any certificates, licenses, or registrations.

Travel Requirement
This position does not require travel.

Language Skills
Ability to read, analyze, and interpret financial reports and legal documents. Ability to respond to common inquiries from customers and. Ability to communicate clearly and effectively through written correspondence and verbally with clients and others who engage with Allium.

Mathematical Skills
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Computer Skills
The job requires specialized computer skills. Must be adept at using various applications including using databases, using spreadsheets, report writing, project management, graphics, word processing, presentation creation/editing, communicating by e-mail, and using scheduling software. Experience with Word, Excel, and Outlook. Knowledge of Orion, Schwab and Salesforce is a plus.

Reasoning Ability
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Physical Demands & Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties. While performing the duties of this job, the employee is frequently required to use hands and fingers to type or dial and talk or hear. The employee is regularly required to sit. The employee is occasionally required to stand, walk, reach with hands and arms, and lift and/or move up to 10 pounds. This position requires frequent computer use. Specific vision abilities required by this job include close vision and distance vision. The noise level in the work environment is usually moderate.

Apply Now

Our Culture

People first: Working here is less about filling a role and more about growing in your career. We value who you are and where you want to shine. At Allium, our culture drives us to care deeply about supporting clients; each of us brings our unique perspective, experience, and compassion to our work. If that resonates with you, then we’d love to meet.


To learn more give us a call at (877) 487-6860 or send your resume to