Client Service Associate

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