Client Relationship Associate

About the Role

If you are interested in applying for this job, please make sure you meet the following requirements as listed below.
Stegner Investment Associates, Inc. (SIA) is looking for a Client Relationship Associate to join our Client Service Team. In this role, you'll be a key point of contact for our clients – helping ensure every interaction, whether a phone call, a quarterly statement, or an account update, reflects the level of service our clients expect. You'll work closely with our Portfolio Management team and gain exposure across the firm, supporting individual, institutional and corporate retirement plan clients.
SIA is a 100% employee-owned Registered Investment Advisor (RIA) with $3 billion assets under management. We offer a boutique culture, a disciplined investment process and a high-touch client experience.
What You'll Do
Trading & Systems SupportSupport daily trading operations, including entering and/or approving trades in accordance with firm proceduresManage the firm's secure electronic client portal
Account & Documentation SupportProcess new account setup, onboarding and account maintenance requestsSupport asset transfers, wires and other money movement requestsMaintain accurate, up-to-date client records in the firm's client relationship management (CRM) systemOrganize and manage client documentation across digital systems and physical files
Reporting & Client MaterialsPrepare and compile standard and customized reports across SIA's client segments, including quarterly statements, individual client review materials and institutional and corporate retirement meeting materialsServe as a “second set of eyes,” proofreading client deliverables, new business proposals and presentations for accuracy
Client Service & CommunicationServe as a warm, professional first point of contact for clients and visitors – in person, by phone and digitally, as part of a shared team responsibilityProactively reach out to clients to gather or share updates, and to schedule portfolio review meetingsRespond to client and Portfolio Management team inquiries with accuracy and professionalismKeep client strategies current, reviewing periodically and upon request
Process & Industry AwarenessContribute ideas and help execute to improve internal workflows and proceduresStay current on RIA industry trends, rules and regulations, and monitor firm research updates relevant to client conversations
What You'll Bring
A bachelor’s degree is required. A focus in Finance or Accounting is preferred but not required.A Series 65 license is a requirement of the position, but if a candidate does not hold the license currently, the willingness to qualify is required2-7 years of experience in client service, administrative support, accounting or financial operations – ideally within financial services or wealth managementExcellent verbal and written communication skills with a professional, client-first demeanorStrong organizational skills and the ability to prioritize and manage multiple tasks in a fast-paced environmentHigh attention to detail and a commitment to accuracyA collaborative, team-oriented approachProficiency with Microsoft Office; experience with CRM and portfolio management systems is a plusComfort handling confidential client and financial information with discretion
What We Offer
SIA provides a competitive compensation plan based on nationwide compensation levelsSIA offers Health/Vision/Dental Insurance; 401(k) Plan with company contributions including profit sharing and paid time off (PTO). xzbcwsv The opportunity to build cross-divisional experience across Portfolio Management, Compliance and Client Service
Stegner Investment Associates is an equal opportunity employer.