Institutional Client Associate

Posted on 06/03/2025Guide Stone - Dallas, TX

Company Description

Guide Stone

Position Description

Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

 

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

 

 

Job Summary

The Institutional Client Associate will provide critical operational support to GuideStone Investment Services, the Outsourced Chief Investment Officer for GuideStone. This role focuses on enhancing pre- and post-sale service capabilities by utilizing operational procedures, advanced AI technologies, and innovative problem-solving. By owning the production of materials, the Client Associate enables efficient sales and client service activities while ensuring compliance with legal and operational standards.

What You'll Do

  • Develop and maintain a comprehensive understanding of the Outsourced Chief Investment Officer (“OCIO”) marketplace and GSIS service model.

  • Provide operational support to enhance GSIS sales and client service activities. · Ensure compliance with operational, legal, and regulatory requirements for oversight of GSIS accounts.

  • Leverage Microsoft Copilot artificial intelligence technology to efficiently and effectively meet client needs and provide support to GSIS sales and client service activities for items such as RFPs, client and sales presentations, and general content for the adviser.

  • Conduct research on prospective clients to gather key information, including contact details, account types, asset sizes, and investment relationships.

  • Create comprehensive client summaries to support strategic interactions by senior leadership.

  • Collaborate with team members to refine client service procedures and operational workflows.

  • Optimize processes to meet client needs and advance GSIS sales objectives.

  • This role requires no people management


What You'll Need

  • Must be an active member of an evangelical Christian church

  • Bachelor’s Degree or higher

  • At least five to eight years’ work experience in the financial services industry

  • Working understanding of investment concepts and terminologies (preferably in relation to the Outsourced Chief Investment Officer / investment advisory marketplace)

  • Solid PC skills, including the full suite of Microsoft Office products

  • Demonstrated ability to apply artificial intelligence technology to streamline workflows and create materials

  • Ownership mindset and team-first orientation

  • Strong attention to detail and a commitment to working with a very high degree of accuracy

  • Solid analytical, critical thinking and problem-solving skills, with a forward-looking mindset that anticipates potential problems and identifies appropriate solutions

  • Clear communication skills (both verbal and written) and an ability to carry oneself – with internal constituents and external contacts – in a manner that represents GuideStone well

  • Must have complete confidentiality regarding GuideStone business matters

  • Potential travel up to 15% of the time

 

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