The Senior Relationship Associate is a member of the Client Relations Team. The successful candidate will have an unwavering commitment to client service excellence. The core responsibility of this position is to support the client relations efforts of the firm, with the goal of retaining the client base while providing a best-in-class service experience to achieve firm-wide initiatives.

Roles & Responsibilities

The responsibilities of this position will demand an acute attention to detail and the ability to handle confidential and sensitive information, as well as the ability to continuously balance multiple priorities/tasks and work within a team environment. Experience working within the financial services industry is preferred.

  • Supports strategy execution for the assigned clients with the appropriate utilization of firm resources to achieve annual goals
  • Provides an in-office point of contact to answer questions and facilitate completion of requests and questions
  • Takes a significant role in the onboarding of new clients and the coordination of investment flows requests
  • Documents activities and milestones in a timely way via required technologies and processes in the contact management system
  • Improves effectiveness and efficiency of the team
  • Proactively communicates with assigned clients to assist in creating a proactive and productive client experience
  • Develops and maintains knowledge of market dynamics and Firm investment strategies and offerings; shares client and market feedback within the firm
  • Represents the firm with integrity and operate in accordance with Firm values and professional standards
  • Contributes to special projects and assignments as requested

Preferred Qualifications

  • Bachelor’s degree in a business or related field
  • 3-5 years of financial services client servicing experience, preferably within asset management
  • High client service orientation
  • Strong verbal and written communication skills
  • Team player with excellent people skills that contribute to the ability to work well with others toward common goals
  • Strong computer skills and ability to quickly learn and integrate new technology applications
  • Knowledge of CRM and workflow systems (such as ServiceNow)
  • Well-organized, comfortable working in a fast-paced environment and able to prioritize effectively
  • Strong attention to detail essential
  • Commitment to agility, continuous learning, and improvement
  • FINRA Series 7 and 63 licenses (preferred) or ability to become licensed within 6 months of employment

Additional Information

  • Full-time Employee
  • Boca Raton, FL or Boston, MA
  • Travel required: <5%
  • U.S. Permanent Work Authorization (required)
  • Polen Capital is a ROWE (Results-Only Work Environment), offers competitive health benefits, annual individual training budgets, and 12-week paid parental leave

Instructions for Submitting Applications

Qualified candidates should submit their resume and cover letter to jobs@polencapital.com.