Client Service Associate

About Horizon

Horizon Investments, LLC is a fast growing investment management firm headquartered in Charlotte, NC. Since our founding in 1995, Horizon has provided individual financial professionals and institutions with a full range of asset management services across multiple platforms and investment vehicles. We have a proven track record of helping clients identify, build and implement solutions to the challenges faced by investors in an ever-changing market environment.

Job Description

We are currently looking for a Client Service Associate to join our team.  The Client Service Associate will be essential in supporting the compliance, operations, and trading departments.  The Client Service Associate is responsible for managing records, interfacing with clients, and administering client accounts by operating various custodial software packages.  This is an evolving position in which opportunities to advance will arise depending on performance and talents.

Duties & Responsibilities

Process account requests from opening, transferring and closing

Manage electronic and paper records

Enhance existing procedures for greater efficiency

Manage updates of website and paperwork to all systems

Coordinate new marketing materials to external wholesalers

Support all in-bound customer service calls from representatives

Assist with the implementation of operational process and procedures

Requirements

Minimum of 2-3 years experience in a banking or investment environment

Capability to multi-task

Excellent communication

Problem solving and analytical skills

Strong attention to detail

Project management experience

Knowledge of basic rules and regulations regarding qualified accounts such as IRA, ROTH, 403(b)’s

Work proactively

Exceptional customer service

Ability to quickly learn new software systems

Series 65 securities license (must acquire 180 days after hire)

Proficiency with Microsoft Office

MBA preferred but not required

Optimistic attitude