Client Service Associate
VARITE INC is a company seeking a Client Service Associate to join their SMA Client Service team. The role involves supporting the portfolio management team and providing exceptional service to clients through account setup, operational support, and client communication.
Responsibilities
- 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)
Skills
- Experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm
- Passion for delivering outstanding client service
- High attention to detail
- Organizational/Prioritization skills
- Communication Skills both written and verbal
Company Overview