Client Service Associate - Investment Portfolio Management
VARITE is a global investment management firm seeking a qualified Client Service Associate. This role involves partnering with the portfolio management team to provide exceptional service to clients, including account setup and operational support.
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