Client Service Associate
Hybrid
Core
Support the Separately Managed Accounts business by managing new account setups, change requests, cash raises, and client communications for RIA and Broker Dealer clients.
Role type
Client Service Associate (Financial Services)
Builds
Client service experience for Separately Managed Accounts
Domain
Investment Management / Financial Services
Deliverable
client delivery
Required skills
Account administration, CRM management (Salesforce), Custodian liaison, Reconciliation, Microsoft Office Suite, Client communication
Responsibilities
Process new account setups, change requests, and cash raises; Review and respond to reconciliation items; Contact custodians for service matters; Run client information in CRM; Support client communication via email; Assist in project execution for team initiatives