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At Alesco, employee experience is just as important as client experience. We believe our core values of service, integrity, and value extend to our own people through a work environment based on professional growth, expertise, work-life balance, and a family atmosphere. Together we celebrate and recognize the investment successes of our clients.

All employees at Alesco are offered a wide range of benefits including medical, retirement, paid time off, and more.

Open positions are listed below. Interested applicants should forward cover letter and résumé to


Position Overview 

Primary responsibilities will include the account administration and service to the firm’s individual and institutional clients.

The ideal candidate is highly productive, process-oriented, and attentive to details. The role will require multitasking and the candidate will demonstrate the ability to act upon deadlines. They will also be reliable, maintain a team-oriented attitude, and be able to communicate and work effectively with multiple stakeholders, including: clients, custodians, management, and other departments. The candidate will share a desire to provide outstanding service to clients.

Core Responsibilities 

  • Process client money movement requests (wire transfers, check requests, ACH transfers), confirm completion, and follow-up with client
  • Open new accounts by preparing and processing both custodial and firm required documentation which includes the collection of client information
  • Process client directives
  • Act as client liaison between client and custodians, establish professional working relationship for all parties – client, custodian and firm
  • Direct communication with prospects and clients (in person, Zoom, phone, email)
  • Communicate with internal departments regarding client updates/changes
  • Research and work to resolve client problems/issues as appropriate or assigned, recommend solutions and elevate as needed
  • Maintain client data base (salesforce)
  • Assist in the coordination/scheduling of client meetings
  • Provide phone coverage, greet clients, distribute mail, as needed
  • Perform projects and prioritize tasks


Education & Experience: 

  • Minimum of 5 years relevant experience in the financial industry, servicing both high net worth individuals and institutional clients.
  • Excellent written, verbal and listening skills
  • Motivated and self-starter
  • A collaborative team player, able to work with and through others
  • Client focused
  • Strong IT skills
  • Experience with Fidelity and Schwab platforms, a plus


Knowledge and Technical Skills: 

  • Proficiency in Microsoft Office suite (Excel, Work, Outlook, One Note) and DocuSign 

Key Competencies: 

  • Highly motivated with the ability to multi-task and work in a fast-paced, deadline-driven environment
  • Exceptional attention to detail and accuracy
  • Effective time management, prioritization of tasks, and overall organization are a must
  • Strong written and verbal skills, including the ability to prepare materials clearly and effectively for senior-level audiences
  • Strategic thinker that possesses excellent analytical, critical thinking, and problem-solving skills