Qualified candidates can apply at tom.vatavuk@stansberryam.com


General:

With Offices in NY and CA, Stansberry Asset Management (“SAM”) currently manages over
$700M in assets. SAM is a rapidly growing Registered Investment Advisor with a highly
motivated team of investment professionals. We love what we do and are passionate about
helping clients and their families achieve their long-term investment goals.
Our firm is undergoing a signification expansion, and we are seeking a highly motivated Client
Service Associate (“CSA”) to work with a group of experienced Sr. Relationship Managers. This
role will require direct, daily interaction, with our: Sr. Client Relationship Managers, clients, and
operations team. The individual in this role should be comfortable communicating with clients
and working in a hybrid/remote team-based environment. The CSA may assist and work under
the direct supervision of more than one Sr. Client Relationship Manager.

Essential Functions (Responsibilities):
• Assisting clients with accessing the SAM Client and BNY Mellon Pershing Client
Portals
• Data entry and maintenance of Salesforce records, as directed by the Sr. CRM
• Entering operational requests into our CRM system (Salesforce), and collaborating
with operations to fulfill operational requests
• Following up with clients on stale operational requests and gathering additional
information, as needed
• Acting as a liaison between operations and the client
• Assisting clients with accessing their account statements and 1099/tax forms
• Proactive outreach to clients regarding required minimum distributions (RMDs)
• Directing market and investment related client inquires to appropriate Sr. CRM
• Escalating client complaints and potential client terminations to appropriate Sr. CRM
• Assisting Sr. CRMs with Ad Hoc projects as needed

Qualifications/Requirements:
• Client service-related experience, preferably in financial services (e.g., wealth
management, investment management, financial planning)
• A general understanding of the investment industry and a keen desire to learn about
the industry and SAM’s investment philosophy
• A passion for working with clients and building internal relationships
• Bachelor’s Degree from An Accredited College or University (Business Admin,
Finance, Accounting preferred)
• Excellent Computer skills (MS Word, MS Excel, & MS PowerPoint)
• Excellent written and verbal communication skills
• Articulate, with polished/professional phone etiquette

Desired:
• Experience using: Salesforce, Orion Advisors, or NetXInvestor (BNY Mellon
Pershing’s client portal)
• Experience in Financial Services Industry
• Experience supporting multiple senior level team members