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CAREERS


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 sburke@alescoadvisors.com.

 

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

Qualifications 

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