Client Services Associate

RAJNAP TECHNOSOFT PRIVATE LIMITED; New York (NY); On-site; USD 42,000 - 60,000; Full time

Job summary

A leading company in financial services seeks a Client Service Associate for a 6-month contract. The role involves providing operational support, engaging with various client types, and ensuring communication standards are met. Candidates should possess strong organizational skills and excellent communication abilities.

Responsibilities

• Providing operational support and data entry for onboarding clients.
• Working with various client types including retail investors and institutions.
• Supporting client communication via team email to ensure high-quality service.

Skills

High attention to detail

Organizational skills

Prioritization skills

Excellent written communication skills

Excellent verbal communication skills

Job description

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Direct message the job poster from RAJNAP TECHNOSOFT PRIVATE LIMITED

Executive Talent Acquisition Specialist at SoftSages Technology

Hello,

I hope you are doing well. This is Raghav Jha, and I work for Soft Sages Technology. Please find the job description below for the position of "Client Service Associate" with our top client "Invesco". Share your updated resume if interested.

Client Service Associate

Invesco

Duration: 6 months

Location: 3 days at Seattle or New York

Job Description Summary

The Client Service team collaborates with portfolio management, operations, trading, and distribution to provide excellent service to our clients. We seek a Client Service Associate to support our growing business. Ideal candidates will have experience in a financial services environment and a passion for delivering outstanding client service.

Responsibilities include:

• Providing operational support and data entry for onboarding clients and processing ongoing activities
• Working with various client types including retail investors, broker-dealer platforms, institutions, and advisors
• Supporting client communication via team email to ensure high-quality service
• Reviewing and responding to reconciliation items
• Contacting custodians for service-related matters and paperwork generation

Required Skills:

• High attention to detail
• Organizational and prioritization skills
• Excellent written and verbal communication skills

Internal Notes

IVZJP00002065

Thanks & regards,

Executive - Recruitment

SoftSages || WBENC, MBE

20 Mystic Lane, 2nd Floor, Malvern, PA 19355

O: (484)-321-8314 X 192 | D: (425)-279-8462

Website | [e-mail] | Linkedin

Seniority level

• Entry level

Employment type

• Contract

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