You are an energetic and ambitious individual with a few years’ work experience, and you are ready to get your career on the fast-track with a supportive company in the financial services industry. A quick study and a team player, you enjoy working with people, learning new systems, and getting things done—all in the name of collaboration and superior client service.
You want to work within a dynamic team of financial professionals to help clients both grow and protect their financial investments, so you are excited to roll up your sleeves and join forces with colleagues across the company to provide five-star client service.
SUMMAR
You will work as a member of the Client Services team at The Haverford Trust Company. You will report and closely partner with Patrice Shute, Vice President of Client Services. The Client Services Team is responsible for providing Quality client service to our clients and internal business partners with a focus on service excellence and creating consistent and positive client experience
sWe are seeking an achievement-oriented individual with a background in client services. This individual will work in direct partnership with the VP, Portfolio Manager and must have demonstrated ability to work independently and within a team environment. This position requires client interaction and collaboration with internal contacts at all levels of the organization. Your role is integral to the VP, Portfolio Manager and the Company’s mission of delivering superior client service, strengthening partner relationships both internally and externally, and achieving strategic initiatives. You will be asked to assist the Portfolio Manager and others to deliver five-star client service
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ABOUT HAVERFORD TRUST
The Haverford Trust Company was founded in 1979, and our commitment to quality remains the cornerstone of our success. The Haverford Quality Investing® philosophy is supported by the expertise and integrity of our people, not to mention the reputation and track record of our company. As of September 2024, we had $15 Billion in assets under management or
consultation. Haverford Trust has experienced significant growth in recent years, and our commitment to a strong company culture has never wavered. With a company-wide Monday Morning Meeting to kick off the week, informal breakfasts with the President and CEO, and an annual charity run, Haverford has a powerful and unique culture.
We have hired 14 new team members since the beginning of this year, and our employee retention rate stands at 97%. Meet our team, and you quickly see that every person exhibits Haverford’s core values of quality, integrity, respect, discipline, community and optimism. Unquestionably, our team is our greatest asset.
We invite you to learn more about our approach, our beliefs, and our commitment to Quality Investing at www.HaverfordQuality.com and our LinkedIn page.
REQUIREM
- Normal business hours are Monday through Friday 8:30AM – 5:30PM
- Hybrid work schedule with set days to work from home and in the office in Radnor,
- Starting in December 2024, we are asking all employees to come into the office on Wednesdays to support client needs and collaborate with team members.
- Periodically, local travel and the need to work additional hours are needed to meet work expectations; we endeavor to provide as much notice as possible in these instances.
POSITION RESPONSIBILTIES
- Proactively anticipate and assess administrative needs of the Portfolio Manager and clients with focus on retaining and attaining assets.
- Provide support to the Portfolio Manager, including daily administration of client accounts and client contact. Assist team in marketing related activities, including preparation of client and prospect reporting packages to support communication of portfolio performance.
- Serve as primary internal contact for clients and prospects; respond to and independently handle routine to complex client inquiries, including opening and onboarding new accounts and requests for charitable giving.
- Track and document interactions with clients and prospects. Routinely and proactively perform account surveillance to ensure client accounts are invested according to guidelines. Monitor periodic surveillance reports including Daily Transactions, Target Allocation, Bond Maturity, and High Cash to assess trading needs.
- Assist Portfolio Managers and Investment Officers with rebalancing client portfolios.
- Conduct independent analysis of asset allocation and portfolio construction to ensure portfolios are aligned with Haverford’s investment strategy and investment objectives of clients. Initiate trades as needed.
- Review and analyze accounts prior to a block trade to determine an account’s participation in the block with focus on a client’s investment objectives and tax sensitivity.
- Prepare for and participate in semiannual Portfolio Review.
- Prepare and present presentations.
- Provide personalized guidance for the PM to provide to clients.
- Demonstrate industry knowledge to effectively communicate with clIents.
- Develop an understanding of Haverford portfolio strategies.
- Possess general understanding of markets and current macro/micro events that may be impacting the market.
- Cultivate understanding of the history and culture of The Haverford Trust Company.
- Build positive relationships and collaborate with team members throughout the firm.
- Act as a liaison with teams throughout the organization to facilitate resolution of client needs.
- Collaborate with team members to review current policies and procedures and recommend changes that will increase efficiency and promote uniformity.
- Participate in nonrecurring and ongoing projects that will enhance service capability.
- Maintain high standards in verbal and written communication. Readily engage in team and firm-wide initiatives including integration of new technology and client service initiatives.
QUALIFICATIONS
Education / Experience
BA or BS in Finance or related field preferred.
Minimum 3-5 years’ experience working in the financial sector
required CFP® designation encouraged.
Highly proficient with word processing, financial spreadsheets, and client database management software programs.
Skills / Abilities
Teamwork
- Collaborate effectively within your own highly interactive team to achieve goals.
- Cross-train to support team members; serve as a reliable back-up.
- Work productively in cross-functional endeavors to execute tasks.
Communication
- Exceptional verbal skills and client relationship skills with an emphasis on five-star, value-added service.
- Excellent written communication skills, including precise editing.
- Strong, persuasive presentation and public speaking skills.
Work Management and Product
- Dedication to quality and excellence.
- Ability to build trusting, long-term relationships with business partners.
- Understanding of and commitment to client privacy and confidentiality.
- Finesse to identify/define needs while managing stakeholder expectations.
- Strong analytical and problem-solving skills; creative and innovative solutions.
- Excellent organizational skills: capacity to effectively handle difficult requests.
- Superior attention to detail, including accuracy in compiling data and materials.
- Excellent time management skills: proven ability to act promptly and meet deadlines.
- Demonstrated investment in continual learning and improvement.
Technical
- Proficiency with Microsoft Office Suite or related software.
- Ability to quickly learn new technologies and client database management programs.
Work Values
- Model the firm’s values of Quality, Integrity, Respect, Discipline, Optimism and Community.
- Always demonstrate ethical decision-making; escalate issues appropriately, consider reliability and credibility of facts, consider future consequences of decisions for the firm, and remain willing to make, support, and be held accountable for decisions.
The Haverford Trust Company shall, in its discretion, modify or adjust the position to meet the company’s changing needs. Additionally, this job description is not a contract and may be adjusted as deemed appropriate at Haverford’s sole discretion.
All team members of Haverford are required to comply with internal procedures as well as applicable federal, state, and self-regulatory organizations including, but not limited to, the Bank Secrecy Act of 1970 and the USA PATRIOT Act.
The Haverford Trust Company is an equal opportunity employer. The Company is committed to providing equal employment opportunity to all applicants. All applicants for employment will be provided equal and fair opportunity without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, age, citizenship, disability, medical condition, marital status, status as a veteran or special disabled veteran, or any other characteristic protected by law.
This position may be subject to Haverford’s Political Contribution Policy. An offer of employment may be contingent upon disclosing to Haverford the details of certain political contributions. Haverford may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Haverford’s current or future business interests, misrepresentations were made, or for failure to disclose such activities.
