Ref ID: 00412-9502750844
Classification: Client Service Associate - fast paced wealth management firm
For more information or an expedited hiring process please send updated resume to Charlie O'Brien at [Click Here to Email Your Resumé]
Our client is searching for a Client Service Associate to serve as a key member of the team by delivering superior client services both externally to clients and interested third parties (i.e. custodians and accountants) as well as internally at the firm.
• Deliver superior client service. Play an important role on small teams assigned to each client account, helping to provide high level of service to firm’s clients, troubleshoot problems, serve as a liaison between team and client as needed
• Key member of the team that handles client and accountant queries and requests, set up custodial accounts, assist client in completing firm and custodian paperwork as needed
• Portfolio cash management – Attend to recurring and ad hoc cash and security transfer requests
• Support investment team as needed – Initiation of trades with various managers and custodians and general support of portfolio and investment strategies
• Manage client information within Portfolio Management and Accounting Software- Reviewing client transactions, activities and alternative investment valuations.
• Coordinate monthly client statements and quarterly management fees
• Interaction with all levels of management in the firm regarding client accounts