Experienced Client Service Associate Role

Elevate your career with our client's wealth management firm as an experienced Client Service Associate. This role emphasizes client relationships and operational excellence in a cohesive team setting.
You will support various teams like Trading and Portfolio Management while ensuring exceptional client support. The ideal candidate is detail-oriented, highly organized, and proficient in managing multiple priorities. This opportunity allows you to dive into the investment management industry's intricacies while collaborating with experts.
Key Responsibilities:
• Manage client cash requests and maintain accurate records
• Develop understanding of diverse account types for support
• Prepare onboarding documentation and process KYC updates
• Reconcile portfolios and ensure reporting accuracy
• Respond professionally to client inquiries
Requirements:
• Degree in Finance, Business, or a related field
• Minimum 5 years in a client service or operational capacity<...