Client Services Associate - Institutional

EQUITY ADMINISTRATIVE SERVICES INC AND AFFILIATES•Iona, FL

1d•Hybrid

About The Position

The Client Services Associate services and guides existing clients and investment sponsors through processes related to completing self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments.

Requirements

1-3 years of experience in a service-oriented or sales assistant role
Proficient in Microsoft Office Suite

Nice To Haves

Experience in Accounting, Finance, or Administration is preferred
Bachelor’s degree in Finance or related field preferred

Responsibilities

Efficiently and proactively manages client and vendor correspondence (incoming calls, emails, chats, and client visits)
Answers client and vendor questions regarding financial transactions, including asset purchases, sales, and other client transactions
Effectively learns and communicates IRS rules and regulations related to IRAs
Utilizes CRM system to keep all transaction and case statuses updated, as well as logging all communication
Enters details of new investment submissions for onboarding
Uses DocuSign to create e-signing templates
Builds and maintains relationships with account holders, vendors, and referral sources
Coordinates with third-parties such as investment managers, brokers, attorneys, transfer agents, and fund administrators to ensure timely processing of transactions
Collaborates across departments to assist with special projects, as necessary
Identifies opportunities to assist vendors with new account applications and/or upcoming capital calls and capital raises
Creates and maintains processes to regularly follow up with top vendors and clients
Performs other duties as assigned