Client Service Associate

Overview

• Join a dynamic team as a Client Service Associate/Portfolio Administrator supporting portfolio managers and private wealth clients.
• Provide exceptional client service, account administration, and operational support in a fast-paced financial services environment.
• Work in a hybrid arrangement with four days in-office and Fridays remote.
• Contribute to process improvements and enhance operational efficiency and client servicing experience.
• Engage with internal staff and external professionals for seamless client experience delivery.
• Handle inbound communications professionally, including reception phone coverage and mail duties.
• Maintain accurate client records and documentation in CRM systems and portals.
• Support private investment transactions and assist with associated documentation processing.

Key Responsibilities & Duties

• Act as primary contact for clients, resolving inquiries and providing operational support.
• Facilitate client onboarding, account setup, and transfer processing across systems.
• Coordinate cash and asset movements, including wires, checks, and recurring transfers.
• Manage account maintenance tasks such as ownership changes and estate-related servicing.
• Prepare and distribute client reports, appraisals, tax documents, and performance summaries.
• Ensure adherence to firm policies, procedures, and regulatory requirements.
• Collaborate with custodians and internal teams for smooth operational workflows.
• Identify opportunities for process improvements and operational enhancements.

Job Requirements

• Bachelor’s degree and 5+ years of client service or administration experience, preferably in financial services.
• Familiarity with investment products, portfolio statements, and custodial systems.
• Strong interpersonal and communication skills, both written and verbal.
• Proficiency in Microsoft Office suite; CRM and SS&C Advent Axys/Moxy experience preferred.
• Ability to manage multiple tasks and meet deadlines with accuracy.
• High level of professionalism and client service orientation.
• Knowledge of firm policies and regulatory requirements is advantageous.
• Experience in process improvement and operational efficiency initiatives.