Client Service Associate

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, account inquiries etc.
• Interact between sales, fund admin, etc 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
• Ability to meet deadlines and work effectively under pressure
• Proven ability to multi-task and work both independently and as a team player

Compensation & Benefits:

• $65,000 – $75,000 base salary + Bonus
• Excellent Benefits
• 401(k) plan
• Team-oriented and entrepreneurial environment,
• Generous PTO policy

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