Client Service Associate
Core
Support the Separately Managed Accounts business by managing new account setups, change requests, cash raises, and client communications for RIAs and Broker Dealers.
Role type
Client Service Associate (Financial Services)
Builds
Client service experience for RIAs, Broker Dealers, institutions, and advisors
Domain
Investment Management / Financial Services
Deliverable
client delivery
Required skills
Account setup and processing, reconciliation management, CRM management (Salesforce), custodian coordination, Microsoft Office Suite proficiency
Preferred skills
Experience in RIA or Broker Dealer environment, understanding of separately managed account structure
Responsibilities
Process new account setups, change requests, and cash raises; manage reconciliation items; coordinate with custodians; run client information in CRM; answer high-level portfolio questions; support project execution
Seniority
Mid-level, hands-on IC