OVERVIEW
Your job as the Institutional Client Services Associate is to partner with the advisors and support staff and facilitate an exceptional experience for the Firm's institutional clients. This role supports the coordination and execution of operational elements across both new and existing client relationships, helping to ensure consistency, accuracy, and a seamless client experience. Working collaboratively with advisors and third-party platforms, the Associate serves as a key liaison in facilitating client service, onboarding, and ongoing account support. The ideal candidate is highly organized, service-oriented, and an effective communicator who can work both independently and as part of a team to support client needs and operational excellence.
QUALIFICATIONS
- 1-3 years experience in wealth management client service work-specialization with defined contribution plans preferred
- Knowledge of relevant platforms
- Custodians: Charles Schwab and Fidelity
- CRM: Salesforce
- Performance Reporting: Black Diamond
- MPI Stylus Morningstar
- RPAG Fi360
- Capable of independent work and self managing projects
- Excellent attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
- Exceptional interpersonal and communication skills, with the ability to interface with clients and advisors.
- Strong work ethic, self-motivated, and goal oriented.
- Foundational understanding of RIA compliance requirements
JOB DESCRIPTION
This position will be working under the direct supervision of Procyon's Director of IC Operations-Terry Crawford. The IC CSA will support the Firm in the following ways:
Client Service
- Serve as a primary liaison between advisors, clients, recordkeepers, and internal teams to ensure seamless, high-quality client service and timely follow-ups
- Coordinate client meetings, employee education sessions, and ongoing communications, including proactive outreach and issue resolution
- Support plan participants and clients with inquiries and account needs while maintaining strong relationships with vendor partners
Operations
- Support onboarding and integration of institutional clients, including account setup, contracting, custodial coordination, and billing implementation
- Maintain accurate client data across CRM (Salesforce) and reporting systems, ensuring documentation, data integrity, and adherence to firm standards
- Execute operational workflows including billing, investment changes, and coordination with custodians and third-party providers
Projects and Processes
- Manage and proof client reporting deliverables, ensuring accuracy across performance data, plan demographics, and investment documentation
- Support RFPs, benchmarking analyses, plan transitions, and participant financial planning coordination
- Identify process improvement opportunities and contribute to system enhancements, special projects, and firm-wide initiatives
WHY PROCYON
Procyon was designed from the ground up to be an excellent home for our clients and employees. We work hard for our clients but also want Procyon to be a great place to work. We currently follow a hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues- Thurs for meetings, training, and idea-sharing better done in person. We encourage lifelong learning and, with approval, will also reimburse high-performing employees for pursuing approved advanced designations. As a vibrant and growing firm there is an opportunity for anyone to join and make a difference right away and find new challenges as you learn and grow along with the firm.
Location: Remote Travel: Up to 10% of the time between office and event locations Full / Part-time: Full Time Hours Per Week: 40 hours, minimum Hours: 8:30am-5pm Salary: $75-90k + Bonus
Above list of responsibilities of job description is not all inclusive. Job responsibilities and duties can and will change over time. Open and real time communication will be necessary between employee and supervisor
- Seniority Level: Associate
- Industry: Financial Services
- Employment Type: Full-time
- Job Functions: Customer Service
- Skills: Attention to Detail, Customer Relationship Management (CRM), Project Management, Institutional Investments, Wealth Management Services, Defined Contribution, New Hire Paperwork, Client Relations, Billing Process, 401(k) Retirement Savings Plans