Client Services Associate

Shaker Investments ( is an employee-owned, fee-based investment adviser founded in October 1991 that actively manages equity investment portfolios for clients. It was established with a clear investment philosophy that through in-depth research, superior investment returns can be achieved by finding small and mid-cap companies within growing industries that have strong fundamentals and catalysts for future growth. Shaker Investments’ portfolio management and research team has an average of 21 years of experience in the investment management industry. Overview of Role: The Client Services Associate will support the firm’s client services and marketing functions while working with internal and external partners. This role is ideal for an early-career professional who enjoys problem-solving, collaborating with others, and understanding how operational systems and processes work together. The position offers meaningful hands-on experience, increasing responsibility, and the opportunity to become a valued contributor within a collaborative and growing investment management firm. Job Responsibilities: 1. Client Administration Assist with client paperwork for various client administrative needs such as account openings, IRA distributions, account closings, transfers, gifts, etc. Prepare and send quarterly client statements and other client mailings Log client communication in the firm CRM system Maintain client files while ensuring data security and confidentiality Submit proxy voting and litigation/class action documentation Assist with trading operations and trade processing 2. Marketing Maintain the firm’s website and LinkedIn page Update marketing materials including fact sheets, pitch decks and client communications. Help identify sources of potential clients Assist in the preparation of investment return statistics 3. General Administration Order and stock supplies for the office Answer phones and manage the telecommunications system for the office Perform other duties as assigned. This role works closely with Portfolio Managers, Operations and Compliance, as well as with external clients, advisors and custodians.Candidates must be comfortable working in a small, collaborative environment where priorities may shift. Qualifications: Strong quantitative and problem-solving skills Maintains absolute confidentiality of all client information and safeguards client and company data; maintains high ethical standard in all practices Strong organizational skills: ability to analyze, interpret data/instructions, and ask questions Ability to manage time effectively and prioritize tasks in a deadline-driven environment Strong written and verbal communication skills and interpersonal skills Ability to work independently while functioning as part of a small team Financial analytical skills, knowledge of account structures and interest in investments a plus Experience with Microsoft Excel, Microsoft Word, PowerPoint, Outlook; Teams, HubSpot CRM, Bloomberg and/or portfolio accounting systems (e.g., Advent APX) (preferred) Medical, dental and vision coverage Life and disability insurance 401(k) plan Paid time off and paid holidays For more information or to apply, please email View email address on click.appcast.io. #J-18808-Ljbffr