Phaxis
Overview
The 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. 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). Qualifications
High attention to detail. Organizational/Prioritization skills. Communication skills both written and verbal. Employment details
Seniority level:
Associate Employment type:
Contract Job function:
Analyst and Finance Industries:
Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at Phaxis by 2x. Get notified about new Client Services Associate jobs in
New York, NY .
#J-18808-Ljbffr
The 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. 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). Qualifications
High attention to detail. Organizational/Prioritization skills. Communication skills both written and verbal. Employment details
Seniority level:
Associate Employment type:
Contract Job function:
Analyst and Finance Industries:
Banking, Financial Services, and Investment Banking Referrals increase your chances of interviewing at Phaxis by 2x. Get notified about new Client Services Associate jobs in
New York, NY .
#J-18808-Ljbffr