Client Service Associate

About the role

Join our SMA Client Service team, working alongside portfolio management, operations, trading, and distribution teams to deliver exceptional service. We seek a motivated individual with experience in financial services, RIA, or Broker Dealer firms who is passionate about client service excellence.

Responsibilities

• Set up new accounts, handle change requests, and manage cash transactions for RIA and client accounts.
• Provide operational support and data entry for client onboarding and ongoing account activities.
• Engage with various client types including direct/retail investors, broker dealer platforms, institutions, and advisors.
• Deliver premium client communication through team email across all service channels.
• Address reconciliation issues such as delinked accounts, negative cash balances, and new accounts.
• Coordinate with custodians for service issues and generate necessary paperwork.
• Utilize CRM systems like Salesforce to manage client information.

Requirements

• Strong attention to detail.
• Excellent organizational and prioritization abilities.
• Proficient communication skills, both written and verbal.

Pay

Up to $30.00 per hour.