Client Services & Operations Associate

LE0306 NorthCoast Asset Management, LLC; United States; On-site; USD 62,000 - 67,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Annual cash bonus

Job summary

NorthCoast Asset Management is seeking a Client Service Associate to join our team in Stamford, CT. You will report to the Senior Director of Operations and work closely with marketing and operations to support clients and custodians.

The role focuses on processing client paperwork, maintaining CRM data, and resolving client issues. A Bachelor’s degree and strong MS Office skills are required, with Salesforce experience a plus.

Qualifications

• Bachelors degree 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.

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.

Skills

Microsoft Word

PowerPoint

Excel

Communication

CRM systems

Education

Bachelors degree

Tools

Salesforce

CRM systems

Job description

NorthCoast Asset Management is seeking a Client Service Associate to join our team in Stamford, CT. You will report to the Senior Director of Operations and work closely with marketing and operations to support clients and custodians.

The role focuses on processing client paperwork, maintaining CRM data, and resolving client issues. A Bachelor’s degree and strong MS Office skills are required, with Salesforce experience a plus.