What are the responsibilities and job description for the Client Service Associate position at The Planet Group?
Duration : 6 months
This is Hybrid job.
- Role focused on transactional and administrative workload - change requests, withdraws, do not transact status updates and some admin work.
- Looking through platforms and seeing if there is additional paperwork received.
- Not a lot of client contact – mostly internal.
- High attention to detail (critical), organizational skills and prioritization
Client Service Associate Job Responsibilities:
- Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients
- Provide operational support and data entry in order to onboard client accounts and process ongoing activity
- Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors
- Support client communication via team email to provide white-glove service for all channels
- Review/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts)
- Contact custodians for service-related matters and custodian paperwork generation
- Run client information in CRM (Salesforce)
Client Service Associate Skillset Required:
- High attention to detail
- Organizational/Prioritization skills
- Communication skills both written and verbal
Salary : $28 - $30