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
Procyon is an independent, employee-owned financial advisory firm with a dual focus on: • Helping institutions prudently manage the retirement plans, endowments and foundations under their stewardship. It was founded in 2017, and is headquartered in Shelton, Connecticut, USA, with a workforce of 51-200 employees. Its website is https://procyon.net/.