Client Services Associate

Who  We Are Investortools  has been a leader in fixed-income technology for over four decades, supporting institutional investors with portfolio management and credit analysis software systems. Our platform is trusted by hundreds of financial institutions, including SMA managers, fund managers, broker-dealers, and other market participants, to manage over  $1  trillion  in assets. We’re  committed to creative problem-solving, excellent service, and a collaborative culture rooted in strong values, offering you the opportunity to grow your skills and shape your career.

What  Y ou’ll  Do As a Client Services Associate,  you’ll  immerse yourself in the world of fixed-income investing and develop a deep understanding of how  our clients  operate . You’ll  study their business models, workflows, and strategic  objectives  so you can become a trusted partner who  anticipates  needs rather than simply reacts to them. As you master our suite of highly specialized software tools,  you’ll  help clients integrate them into their daily processes, coordinate with their  technology and infrastructure teams , and deliver  tailored  training that empowers users to work more efficiently and confidently.

Every interaction will be an opportunity to  demonstrate  exceptional service, build loyalty, and strengthen long-term relationships. You’ll  take ownership of  complex  cl ient challenges, working collaboratively with internal teams to clarify ambiguous issues, uncover root causes, and deliver thoughtful, targeted solutions. Your ability to problem-solve with empathy and precision will make you an internal advocate for your clients and a key contributor to team and departmental goals.

Along the way,  you’ll  develop strong cross-functional partnerships, navigate complex technical and operational environments, and occasiona lly travel to major financial centers across the U.S. to deepen relationships and deliver high-impact support.

Responsibilities

• Learn about and master  the world of fixed income investments.
• Study  Investortools ’ clients to understand their unique business operations and operating models  in order to  become a valuable partner to them.
• Engage with clients in a way that inspires trust and the opportunity to build a deep relationship, by being  timely  and efficient in resolving client needs.
• Recognize and assess underlying client needs, providing targeted solutions that address core problems.
• Possess a strong passion for problem solving and client service, connecting with our clients through all channels of communication.
• Coordinate with our client’s  technology and infrastructure teams  for  product  deployment,  including integrating our software into client’s other systems and business processes.
• Provide  tailored  training to  our client users on how to integrate our software products into their daily workflow.
• Display ownership to resolve  complex  client issues and act as an internal champion for your client.
• Navigate sometimes ambiguous client issues by working collaboratively with the client and internal partners to clarify problems and develop efficient solutions.
• B u ild collaborative relationships with team members to contribute towards  attaining  individual, team, and department  objectives .
• Occasional travel to financial centers throughout the United States. What  We’re  Looking For
• Bachelor’s degree in Technology , Science, Business, Finance, Economics, Math, Engineering, or similar fields.
• 4  –  7   years of  professional experience in positions where analytical thinking, client interaction, and technical problem-solving are core parts of the role.
• Desire to learn and support a robust software suite.
• Eagerness to study and master  the complex municipal and corporate bond market.
• Strong  demonstrated   analytical and problem-solving skills.
• Ability to work well under pressure, manage  projects ,  and meet deadlines while  maintaining  high-quality results.
• Able to work collaboratively across disciplines with excellent communication, organizational, and collaborative skills.
• Exemplary interpersonal skills.
• Eligible to work in the U.S. without visa sponsorship. Why  Investortools ? At  Investortools , you will have the opportunity to partner with some of the largest and most respected financial firms in the world. You will work primarily with professionals in investment management, such as portfolio managers, credit analysts, and traders, to deliver solutions that have an impact. We are a family-owned company built on Christian principles that takes a long-term perspective in service to our clients. We value a healthy work life balance and foster a culture of mutual respect, high ethical standards, and true collaboration. What we offer
• Competitive

Compensation

Estimated  starting  salary  range   for this exempt position  is   $ 7 0k - $ 9 0k   annually   based on experience  and knowledge shown in the interview process.

• Generous Time Off:  17 days  of PTO per year, plus 10 paid holidays.
• Comprehensive Health Coverage:  Medical, dental, and vision insurance with multiple deductible options and employer contributions.
• Health Savings Account (HSA):  Company-funded HSA plans, based on coverage level and IRS contribution limits.
• Financial Security:  Company-paid life insurance and both short- and long-term disability insurance.
• Optional Coverage:  Voluntary accident and critical illness insurance available.
• Supportive Programs:  Employee Assistance Program and wellness initiatives to support your well-being.
• Retirement Savings:  401(k) retirement plan with company match.

Perks

Enjoy daily lunch provided on-site. At  Investortools , your contributions truly matter. The work is challenging, engaging, and meaningful.

Apply now and  let’s  talk about what we can  accomplish  together.