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  • Sector: Accounting & Finance
  • Function: Senior Acct
  • Contact Email:
  • Expiration Date: 27 March 2023
  • Job Ref: Nelson_2175555_1677287539

Job Number: 2175555

Job Title: Portfolio Administrator & Client Support Specialist
Location: Palo Alto
Compensation: $70-$120k per year (based on years of experience)

Job Summary:

We are looking for a Portfolio Administrator & Client Support Specialist. The position provides operational support, account reconciliation, preparation of reports and many other duties supporting the Portfolio Manager.

Job Title Responsibilities:
* Maintaining client accounts.
* Prepare marketing presentations.
* Understanding and maintenance of investment performance.
* Daily and quarterly account reconciliation.
* Prepare quarterly client reports.
* Provide administrative duties such as answering phones, scheduling, and filing.
* Other duties as assigned.

Job Title Requirements:
* Bachelor's degree required.
* 3+ years of experience in the Financial Services industry.
* Experience with Adobe Acrobat, Box, DocuSign, Envestnet Tamarac and/or Portfolio software a plus.
* Exceptional customer service skills.
* Strong written and verbal communication skills.
* Ability to work under pressure while meeting deadlines.

Job Title: Portfolio Administrator & Client Support Specialist
Location: Palo Alto
Compensation: $70-$120k per year (based on years of experience)


About Nelson Connects:

If you're looking for a new opportunity, the recruiting and staffing experts at Nelson Connects can help. We work with companies of all types and sizes across all industries. We help people like you find exciting roles with employers ranging from Fortune 100, government, and nonprofit organizations to local businesses, industry leaders, and the most agile start-ups. The candidates we work with appreciate our responsive approach, genuine relationships, and exceptional service. With a commitment to transparency, authenticity, and credibility, we look forward to our jobs every day, and we're excited to help you find the job you've been looking for.

Pay Transparency: Nelson Connects provides pay transparency by placing salary ranges in all job postings in accordance with state and local regulations. We are committed to communicating pay clearly throughout the employment process.

California Fair Chance Act and Beyond: Qualified applicants with criminal histories will be considered for employment in accordance with applicable regulations. We will consider qualified Applicants for employment, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and CA Fair Chance Act.

Temporary Associate Benefits Offered: Weekly benefits offered include Medical, Dental, Vision, HSA, EAP, Life/AD and D, STD, Commuter FSA, + state mandated benefits.

EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services, or any other classification protected by law.