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Client Service Associate (862-3)
Our client is a registered investment advisory firm which invests and
manages portfolios for high net worth individuals and institutional clients.
The Client Service Associate is primarily responsible for being the first
point of contact for the firmís clients. This role works alongside the
Financial Advisors to ensure their clientsí needs are met in a timely and
professional manner. The ideal candidate would be passionate about client
service and approach their work with an eagerness to ensure accuracy and
professionalism in all client deliverables.
Support multiple Financial Advisors
Answer client questions via phone and e-mail
Process various client requests (checks, wires, transfers between accounts,
Work with our clearing firm (Pershing) to process client requests and
Document preparation and management
Meeting preparation and coordination
Maintaining and organizing paper and electronic files
New account and private placement administrative activities
3+ years of relevant work experience (financial services industry experience
Bachelorís degree required
Proficient in Microsoft Office applications (Word, Excel, PowerPoint,
Experience with Pershing and related software (NetX360) preferred
Experience with APX or Axys preferred
Excellent communication skills, multi-tasking ability, and attention to
Asset Management // Financial Services Software