Client Service Associate

Procyon is a firm dedicated to providing exceptional service to its institutional clients. The Institutional Client Services Associate will partner with advisors and support staff to ensure a seamless client experience, managing client relationships and operational elements.

Responsibilities

• 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
• 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
• 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

Skills

• 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

Benefits

• Hybrid work schedule
• Reimburse high-performing employees for pursuing approved advanced designations

Company Overview