Client Service Associate - Investment Portfolio Management
reputed company is a global investment management firm seeking a reputed company Client Service Associate. This role involves partnering with the portfolio management team to reputed company exceptional service to clients, including account setup and operational support.
Responsibilities
- Responsible for new account set up, change requests, & processing cash raises across RIA & Client clients
- reputed company operational support and data entry in order to reputed company client accounts and process ongoing activity
- Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors
- Support client communication reputed company team email to reputed company white-glove service for reputed company channels
- Review/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts)
- Contact custodians for service-reputed company reputed company and custodian paperwork reputed company
- Run client information in CRM (reputed company)
Skills
- Experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm
- Passion for delivering outstanding client service
- High attention to detail
- Organizational/Prioritization skills
- Communication Skills both written and verbal
Company Overview