Client Service Associate

Focus Partners Wealth; Stamford (CT); Hybrid; USD 62,000 - 67,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

NorthCoast Asset Management, based in Stamford, CT, seeks a Client Service Associate to work onsite in our Stamford office. The role reports to the Senior Director of Operations and collaborates with marketing and operations teams to support clients and processes.

The successful candidate will manage custodial paperwork, maintain CRM records, and resolve client account issues. Strong communication, attention to detail, and proficiency in Word/Excel are required; Salesforce experience is a plus.

Qualifications

• Bachelor’s degree required.
• Strong command of Word, PowerPoint, and Excel.
• Proactive communication and follow-up.
• Excellent verbal and written communication skills.
• Impeccable attention to detail.
• Experience in financial services a plus.
• Salesforce experience a plus.

Responsibilities

• Submit and manage client paperwork to custodians.
• Manage custodial paperwork changes.
• Enter client information in CRM and portfolio account system.
• Manage CRM system.
• Troubleshoot system, custodial and client operational issues.
• Answer phones and route client requests.
• Research and resolve client account issues.
• Help coordinate lunches and team events.
• Welcome visitors and assist with client mailings.
• Order office supplies and maintain conference rooms.

Skills

Bachelor’s degree

Microsoft Word

PowerPoint

Excel

Communication skills

Attention to detail

Problem solving

Education

Bachelor’s degree in related field

Tools

Salesforce

CRM system

Job description

## Client Service AssociateApply: Fully Onsite: Stamford, Connecticut: Full time: Posted Today: JR100411**Job Description Summary:**NorthCoast Asset Management, is looking for a Client Service Associate to join their team. This role will report directly to the Senior Director of Operations and work closely with the marketing and operations team. This role is fully in-office out of our Stamford, CT office.**Job Description:****Primary Responsibilities*** Submit and manage client paperwork to custodians.* Manage and own custodial paperwork changes.* Enter client information in our CRM and portfolio account system.* Managing our CRM system.* Troubleshooting system, custodial and client operational issues.* Answer phones, and route client requests appropriately.* Research and resolve any client account issue.* Help coordinate company lunches and team events* Welcome visitors and assist with client mailings.* Help with ordering office supplies, distributing mail, office maintenance and conference room scheduling**Qualifications*** Bachelor’s degree is required* Strong command of Microsoft Word, PowerPoint, and Excel* Proactive communication and follow-up.* Excellent verbal and written communication skills* Impeccable attention to detail* Experience in the financial services industry a plus* Salesforce experience a plus. This position is a **non-exempt** position. The annualized base pay range for this role is expected to be between **$62,400 - $66,560** base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.