Client Operations Specialist

Taiber Kosmala & Associates LLC is a boutique independent investment advisory firm located in downtown Chicago serving a client base of approximately 85 clients representing over $15 billion in assets.  The firm provides investment reporting, management, and advisory services to a wide array of clients including foundations, endowments, pensions, family office, and financial intermediaries.

In the capacity of Client Operations Specialist, your key responsibility is to provide exceptional client service in coordination with our investment and platform technology teams as we manage and oversee each client’s custom investment program.  Primary functions include meeting preparation and facilitating paperwork between clients, banks, custodians, and asset management firms as well as working with tax, legal, and internal technology platform professionals.

1. Client service functions including cash raises, cash transfers, bill pay, custodian alerts, managing capital calls/RMDs, account openings/closings, manager hires/terminations, and other routine client service requests as needed.

2. Assistance with managing client meeting logistics including scheduling meetings, managing report delivery protocols, meeting documentation, coordinating project deliverables, and acting as daily primary POC.

3. Assistance with coordination, delivery, and supervision of Taiko portal collateral (file uploads, video distribution, required disclosures, etc…) to ensure all client deliverable expectations and compliance considerations are met.

4. Act as Client Operations POC for client onboarding.  Guide the client with custodial paperwork processes, use of Orion and other applications. Act as ticketing and portal support to the platform team during onboarding and after.

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