We are recruiting for a Client & Investment Associate on behalf of our client.

Career Development: With access to continuous learning opportunities, including obtaining certifications like the CSC this role supports professional growth and advancement in the financial services industry.

Collaborative Work Environment: You’ll be part of a supportive team where cross-departmental collaboration is encouraged to solve complex issues and deliver exceptional client service.

Diverse Skill Application: This position draws on a variety of skills—client service, financial management, compliance, marketing, and communication—allowing for a well-rounded and dynamic work experience.

• Onboard new clients and maintain client relationships.
• Address client inquiries, manage account transactions, documentation, reporting, and wire transfers.
• Support investment portfolio activities, including executing trades, adjusting portfolios, and settling transactions.
• Resolve complex client issues, collaborating across teams to deliver prompt and effective solutions.
• Ensure client records are accurate, complete, and up-to-date.  

• Bachelor’s degree in a relevant field such as finance, with a willingness to pursue professional certifications such as CSC and CPH in the future.
• Previous administrative experience.
• Proficiency in Microsoft Office Suite.
• Strong organizational and time management skills.  

Salary: US$75,000 – US$85,000 per annum plus benefits.

This role is ideal for someone who is passionate about finance, driven to support clients, and eager to grow professionally in a well-rounded, impactful position. Apply today!

We believe in inclusive workplaces, and we are happy to consider any reasonable adjustments that candidates may require during the recruitment process; you will be asked if you require any during the application process. If you’d like to request additional options, please email Mary-Clare@theagency.ky