Client Service Associate
About The Position
The Client Service Associate provides day-to-day operational and service support to the client team, helping ensure client needs and requests are handled accurately, efficiently, and with a high level of care. This role supports new account onboarding, account funding, asset movement, client documentation, meeting coordination, and ongoing account maintenance while maintaining accurate client information across multiple systems. The Client Service Associate works closely with team members to anticipate needs, resolve requests, maintain strong operational processes, and deliver a positive client experience. The role also serves as a key resource for CRM accuracy and contributes to process improvements that enhance the overall efficiency of the client service team.
Requirements
- High school diploma required
- Strong organizational and time management skills
- Strong analytical and listening skills
- Interpersonal skills to create a pleasant experience while working with a diverse group of clients and colleagues
- Ability to handle multiple projects, tasks, and meet numerous deadlines in a fast-paced, dynamic environment
- Proficient in Microsoft Office (Word, Excel, Outlook)
Nice To Haves
- Associate’s or Bachelor’s degree is preferred (business, finance, economics, or related)
- FACSC Certifications a plus
- experience with Fidelity and Pershing a plus
Responsibilities
- Support a client team of four with all operational and client service needs
- Responsible for daily asset movement requests (wires, ACHs, checks, journals, RMDs and ACATs)
- Quality check of day’s work (checks/securities received, journals, wires, etc.)
- Input and update information and notes in CRM, custodian systems, reporting software, and AML tools
- Assist other team members with various tasks and projects that may arise
- Contribute to the continued development and implementation of operational procedures and process improvements
- Prepare documents to support client service requests while ensuring accuracy and adhering to all regulatory and company compliance standards
- Understanding of alternative investment processes and preparation of paperwork for hedge funds and private placements
- Other duties include answering phones, emails, & welcoming client visitors, and assisting with meeting room setup for client meetings
- Onboarding, new accounts, funding
- Work with client teams to provide ongoing support of clients and their daily requests and goals
- Manage calendars and schedule meetings involving multiple participants, ensuring accuracy and efficiency in coordinating availability
- CRM subject matter expert and data steward
Benefits
- Competitive salary commensurate with experience
- Comprehensive benefits package
- Professional development opportunities
- Collaborative and supportive work environment
- Opportunity to grow with an expanding advisory firm
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
