What are the responsibilities and job description for the Client Services Associate position at Icon Consultants?
SummaryThe SMA Client Service team partners with portfolio management, operations, trading, and distribution to deliver a best-in-class service experience for all clients. We are seeking a Client Service Associate to support our growing business. The ideal candidate has experience in a collaborative financial services, RIA, or broker-dealer environment and demonstrates a strong commitment to operational excellence and high-quality client service. This role is primarily internal-facing, focusing on transactional accuracy, administrative support, and ensuring smooth operational workflows across multiple client channels.Responsibilities• Set up new accounts, process change requests, and execute cash raises across RIA and client accounts• Provide operational support and data entry for onboarding and ongoing account activity• Work with multiple client types including direct/retail investors, broker-dealer platforms, institutions, and advisors• Support internal client communications via shared team email, ensuring a white-glove service standard• Review and respond to reconciliation items such as delinked accounts, negative cash balances, and newly created accounts• Contact custodians regarding service-related inquiries and generate required custodian paperwork• Run and maintain client information in CRM systems (Salesforce)Required Skills• High attention to detail• Strong organizational and prioritization skills• Clear and professional communication skills (verbal and written)Company Description***PLEASE ATTACH RESUME*** ***PLEASE ATTACH RESUME******PLEASE ATTACH RESUME*** ***PLEASE ATTACH RESUME******PLEASE ATTACH RESUME*** ***PLEASE ATTACH RESUME***
Salary : $30