Client Service Associate

Client Service Associate

Our client, a leading independent investment management firm, is seeking an experienced Client Service Associate for a 6+ month contract in New York City, New York. This position is hybrid with 3 days onsite per week.

Job Description 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 clients. 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.

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)

Skillset Required

• High attention to detail
• Organizational/Prioritization skills
• Communication skills both written and verbal

Pay Rate- $28.00- $30.00/ hour