Client Services Associate

SoftSages LLC

Hybrid at NY 10281 or Seattle WA 4 days onsite $30/hr on 1099 Job Description Summary The SMA Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of our clients. We are looking for our next Client Service Associate to support our growing business. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service. You will be responsible for: Provide operational support and data entry in order to onboard client accounts and process ongoing activity Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors Support client communication via team email to provide white-glove service for all channels Review/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts) Contact custodians for service-related matters and custodian paperwork generation Skillset required: High attention to detail Organizational/Prioritization skills Communication Skills both written and verbal #J-18808-Ljbffr

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Vacancy posted 17 hours ago

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