Join a well-established wealth management firm as a Client Service Associate. This role involves collaborative support to enhance client experiences and manage day-to-day operations.
The successful candidate will report to the Director of Operations and engage with various teams including Operations, Trading, and Client Relationship Management. This position is perfect for detail-oriented professionals eager to grow within the investment management sector while delivering exceptional service to clients.
Key Responsibilities:
• Coordinate preparation and delivery of quarterly client reports
• Manage client cash requests and maintain accurate records
• Assist with administrative inquiries and account-related issues
• Prepare client documentation, including KYC updates and IMAs
• Reconcile transactions within portfolio management systems
Requirements:
• Bachelor's degree in Business, Finance, or related field
• 5+ years in client service or operations roles