Client Services Associate

New York, New York • $65,000 - $75,000

About the Company:

Our client a diversified digital asset management firm with over $550 million AUM is seeking a Junior Client Services professional to join their team in order to help service the company’s rapidly growing client base. This is a great opportunity for someone with the desire to assist clients and work in a fast-paced, team-oriented, and entrepreneurial environment while gaining exposure to the business.

Responsibilities:

  • Facilitate the account opening process and assist clients with required documentation
  • Perform account maintenance tasks including but not limited to; additional contributions, fund disbursements, and name/address updates
  • Process subscriptions, transfers, redemptions, and, account changes
  • Create ad-hoc internal reports for sales and marketing departments
  • Communicate with clients regarding inquiries on account documents, monthly statements, online access, and account inquiries
  • Interact between sales and fund admin to resolve client questions and issues
  • Assist in building out and maintaining the company CRM
  • Assist with daily administrative tasks including answering phones, typing correspondence, filing, and photocopying

Qualifications:

  • Undergraduate degree or equivalent working experience in the financial services industry
  • Proficiency in MS Office including MS Word, Excel, PowerPoint and Outlook
  • 1-2 years of client service/support or related experience in the financial services industry preferred
  • Excellent organizational skills and attention to detail
  • Strong interpersonal and communication (both verbal and written) skills

 

 

 

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