Job Posting

Client Associate

Position Summary

TCG Advisors and its team of experienced financial advisors provide customized investment management solutions for institutional clients throughout the United States. The Institutional Account Specialist plays a critical role in the oversight of institutional client needs. This role will be responsible for the development of periodic investment reviews as well as providing high levels of service to our clients and advisors.



Duties and Responsibilities include:

  • Institutional client service
  • Fixed income reporting and data entry
  • Onboarding of new institutional client accounts
  • Assist with investment policy statement creation and revisions
  • Meeting coordination
  • Other duties and projects as assigned by manager

This person will be able to execute the current processes and identify opportunities to improve efficiency.
Occasional travel across Texas may be necessary.

Experience and Education

  • Entry Level Position
  • Four-year Degree
  • Client Service
  • Prior experience in either investment management or recordkeeping a plus.
  • Experience with Sympro, Bloomberg, or fi360 a plus

Experience and Education

  • Extremely detail oriented, organized with the ability to work independently in a team environment.
  • Excellent written and verbal communication skills.
  • Ability to think critically and offer solutions.
  • Basic knowledge of investments and financial markets.
  • Must be able to occasionally work outside of normal business hours.
  • Must be able to perform several tasks at once.
  • Proficient with technology, specifically Microsoft Office suite (Excel, Word, PowerPoint, etc.)

Please fill out the form below to apply for this position.

Job Applications - Institutional Client Associate Job
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