Investment Client Services Specialist

About the Role / Position Summary The Client Service Specialist is responsible for the coordination of investment activities for institutional clients and FEG’s proprietary funds with investment managers, custodians, fund administrators and FEG internal teams. This position provides day‑to‑day support to clients by collaborating with trading, fund operations, external service providers and internal advisor teams. Location & Department Location: Cincinnati, OH (On‑site) Department: Operations What You’ll Do / Position Responsibilities Execution of investment‑related activities associated with rebalancing and new investments. Manage and process cash activities including wires, private capital calls and distributions. Coordinate the execution of new investor documents including subscription documents for alternative investments with clients, custodians, investment managers and fund administrators. Lead communication efforts with custodians, investment managers, vendors, etc. for internal teams, resolving issues that arise on behalf of clients, and providing updates internally. Fulfil audit requirements for clients. Perform account maintenance, valuation, and reconciliation activities. Setting up client accounts in CRM, portfolio management and reporting systems. You’ll Enjoy This Job If You… / Skills & Characteristics Listen and learn while still taking full ownership of individual scope of work. Take pride in having and continuing to develop expert financial data domain knowledge. Enjoy ensuring clients have excellent customer service. Care about data quality and consistency. Create & follow processes while thinking through efficiency. Engage collaboratively with clients, investment teams and peers. Prioritize effectively and decisively across complex teams and competing priorities. Enjoy working in and learning about the financial investment industry. What We Expect / Qualifications Bachelor’s degree required, preferably with a business focus. For certain positions, we accept a high school diploma, GED, or National Career Readiness Certificate (NCRC). 0‑3 years of work experience in the investment management industry, with specific client service and operations experience. Ability to identify and resolve/escalate complex problems with minimal guidance and meet deadlines. Experienced in Microsoft Office, Excel, PowerPoint, and SharePoint with strong attention to detail, excellent written and verbal communication skills and high work ethic. Exemplary knowledge of client study, account management and portfolio management systems. What We Offer / Benefits & Compensation Competitive compensation and bonus opportunities commensurate with qualifications and performance. Employer‑paid life, Short‑Term Disability and Long‑Term Disability coverage plus subsidized Medical, Dental & Vision plans. Wealth Benefits including 401(k) and ESOP Programs with company contributions. Paid Time Off (Holidays, PTO, Parental Leave) Flexible work options designed to support work‑life balance while maintaining productivity and collaboration. Employee‑led culture committees focused on engagement, well‑being, diversity, and a positive workplace environment. A structured mentorship program that fosters professional growth, knowledge sharing, and leadership development through meaningful one‑on‑one connections. Tuition reimbursement for approved educational programs to support continued learning and career development. Reimbursement for eligible professional certifications and industry‑recognized designations. Access to comprehensive wellness programs that support physical, mental, and overall well‑being. Work Authorization Requirement FEG Investment Advisors is committed to fostering diversity and maintaining equitable, inclusive hiring practices. At this time, we are not able to provide visa sponsorship for this role. All candidates must already have legal authorization to work in the United States at the time they apply and remain authorized throughout their employment, without requiring current or future sponsorship. FEG Investment Advisors is an Equal Opportunity Employer. FEG Investment Advisors does not discriminate in its employment decisions based on race, religion, color, national origin, sex (including pregnancy, gender identity and sexual orientation), age (40 or older), disability, veteran or military status, genetic information, or any other basis that would violate any applicable federal, state, or local law. #J-18808-Ljbffr Fund Evaluation