Client Service Associate

Motion Recruitment; New York (NY); Hybrid; USD 33,000 - 110,000; Full time

Job summary

Join a leading independent global investment management firm as a Client Services Associate. This hybrid role is key in delivering exceptional client service while supporting account management in a financial context. Successful candidates will enjoy a collaborative environment and opportunities for conversion to full-time employment after a 6-month contract.

Qualifications

• Entry-level position requiring collaboration in financial services.
• Strong focus on outstanding client service.

Responsibilities

• Responsible for new account set up, change requests, & processing cash raises.
• Provide operational support to onboard client accounts and process ongoing activity.
• Support client communication and run client information in CRM (Salesforce).

Skills

High attention to detail

Organizational/Prioritization skills

Communication Skills both written and verbal

Job description

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Join to apply for the Client Service Associate role at Motion Recruitment

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Join a leading independent global investment management firm as a Client Services Associate. Role is hybrid in either New York or Seattle and a 6 month contract with potential to convert to full time.

The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.

You Will Be Responsible For

• Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients
• Provide operational support and data entry in order to onboard client accounts and process ongoing activity
• Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors
• Support client communication via team email to provide white-glove service for all channels
• Review/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts)
• Contact custodians for service-related matters and custodian paperwork generation
• Run client information in CRM (Salesforce)
  
  

Skillset Required

• High attention to detail
• Organizational/Prioritization skills
• Communication Skills both written and verbal
  
  

Posted By: VMS Sourcing

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Contract

Job function

• Job function

  Other

• Industries

  Staffing and Recruiting

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