Client Service Associate

Overview

• Join a dynamic team as a Client Service Associate, delivering exceptional client experiences through precision, responsiveness, and collaboration.
• Work closely with Relationship Managers to anticipate client needs and provide tailored solutions in a fast-paced environment.
• Contribute to portfolio administration, ensuring compliance with policies and regulatory standards.
• Leverage advanced technology platforms to streamline workflows and enhance client service efficiency.
• Develop a comprehensive understanding of client needs, including financial preferences and family dynamics.
• Collaborate across teams on firmwide initiatives, supporting administrative and operational tasks.
• Participate in a culture of excellence, lifelong learning, and professional growth within a collaborative environment.

Key Responsibilities & Duties

• Deliver prompt, professional responses to client inquiries, ensuring satisfaction and trust.
• Utilize Salesforce to manage tasks, workflows, and client interactions with accuracy and efficiency.
• Coordinate financial transactions, including wires, ACHs, and cash management processes.
• Monitor client portfolios proactively, addressing needs or escalating issues as required.
• Administer private capital processes, including subscription documents and capital distributions.
• Support Relationship Managers by aligning on tasks, monitoring workflows, and maintaining client records.
• Collaborate with the Operations team on account openings, transfers, and documentation.
• Provide administrative support and contribute to firmwide initiatives as required.

Job Requirements

• Bachelor’s degree required, preferably in a related field.
• Minimum of 3 years of experience in a similar role; 5 years preferred.
• Proficiency with platforms such as Salesforce, DocuSign, and NetX360 strongly preferred.
• Demonstrated ability to manage confidential information with discretion and professionalism.
• Strong organizational skills with the ability to manage multiple priorities effectively.
• Technologically savvy with experience in similar program types.
• Adaptability and reliability in responding to changing priorities and conditions.
• Direct path to promotion within one year of hire for qualified candidates.