Sign upLog in

Client Service Associate

Corps Team

New York, NY

Apply
JOB DETAILS
SALARY
$43–$45 Per Hour
SKILLS
Brokerage, Business Growth, Candidate Sourcing, Change Requests/Orders, Communication Skills, Custodial Services, Customer Experience, Customer Relationship Management (CRM), Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Financial Services, Investment Management, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Organizational Skills, Project Execution, Reconciliation, Registered Investment Advisor (RIA), Retail, Rich Internet Application (RIA), Salesforce.com, Team Player
LOCATION
New York, NY
POSTED
30+ days ago
Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 3+ month contract in New York, NY or Seattle, WA. This role is hybrid, onsite 4 days a week. 

Job Summary
 The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best-in-class service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.

Your Role
Our client is searching for qualified candidates to join the Americas Client Service team. This role will specifically focus on servicing our Separately Managed Accounts business out of our Seattle office.

Key Responsibilities / Duties
  • Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients
  • 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
  • Answer high level portfolio and strategy related questions
  • 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)
  • Assist in project execution for team initiatives
  • Ability to work across multiple partners and departments to ensure a seamless client experience
  • Maintain a client centric approach while balancing multiple internal and external requests
Work Experience / Knowledge:
  • 3+ years of directly applicable experience, with experience at an RIA or Broker Dealer
  • Understand separately managed account structure
  • Highly skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Excellent communication and teamwork both internally and externally
  • Organized and detail oriented

Pay Rate $43.00 to $45.00 per hour
 

About the Company

C

Corps Team

Resume Resources

Free Resume TemplatesFree Resume Builder