Client Service Associate

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. 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.

Pay Rate up to $30.00

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:

• Responsible for new account set up, change requests, & processing cash raises across RIA & Client clients.
• 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.
• Run client information in CRM (Salesforce).

Skillset Required:

• High attention to detail.
• Organizational/Prioritization skills.
• Communication Skills both written and verbal.