Client Services Associate Bilingual English and Russian
About The Position
Develops working knowledge of industry practices and standards. High proficiency of Capital Markets, Bloomberg, Reuters and Microsoft Office Monitor money managers performance and update monthly Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment Counselors
Requirements
- 0-2 years relevant experience
- Strong organizational skills, ability to manage multiple concurrent deadlines and time management skills
- Strong Communication Skills
- Proficient in Microsoft Office Suite
- Bilingual English and Russian
- Bachelor's/University degree or equivalent experience
Responsibilities
- Monitor money managers performance and update monthly
- Provide high level of support to Securities Specialists including but not limited to, client market updates, new account opening and modification, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices, performance reporting, Executive Financial Services requests
- Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings
- Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries
- Depending on business model, liaise with Private Banking Universe including Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment Counselors
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
