Institutional Client Service Associate

Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor, Benefits, Tax and Risk practices. The Institutional Client Service Associate will partner with advisors and support staff to facilitate an exceptional experience for the Firm’s institutional clients, ensuring consistency, accuracy, and seamless client service.

Responsibilities

• Serve as a primary liaison between advisors, clients, recordkeepers, and internal teams to ensure seamless, high-quality client service and timely follow-ups
• Coordinate client meetings, employee education sessions, and ongoing communications, including proactive outreach and issue resolution
• Support plan participants and clients with inquiries and account needs while maintaining strong relationships with vendor partners
• Support onboarding and integration of institutional clients, including account setup, contracting, custodial coordination, and billing implementation
• Maintain accurate client data across CRM (Salesforce) and reporting systems, ensuring documentation, data integrity, and adherence to firm standards
• Execute operational workflows including billing, investment changes, and coordination with custodians and third-party providers
• Manage and proof client reporting deliverables, ensuring accuracy across performance data, plan demographics, and investment documentation
• Support RFPs, benchmarking analyses, plan transitions, and participant financial planning coordination
• Identify process improvement opportunities and contribute to system enhancements, special projects, and firm-wide initiatives

Skills

• 1-3 years experience in wealth management client service work-specialization with defined contribution plans preferred
• Knowledge of relevant platforms
• Custodians Charles Schwab and Fidelity
• CRM Salesforce
• Performance Reporting Black Diamond
• MPI Stylus Morningstar
• RPAG Fi360
• Capable of independent work and self managing projects
• Excellent attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment
• Exceptional interpersonal and communication skills, with the ability to interface with clients and advisors
• Strong work ethic, self-motivated, and goal oriented
• Foundational understanding of RIA compliance requirements

Benefits

• Bonus
• Hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues- Thurs for meetings, training, and idea-sharing better done in person
• Encourage lifelong learning and, with approval, will also reimburse high-performing employees for pursuing approved advanced designations

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