Motion Recruitment
Overview
Join to apply for the
Client Service Associate
role at
Motion Recruitment . Title:
Client Service Associate 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 & BD 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 Additional information
Seniority level:
Entry level Employment type:
Contract Job function:
Other Industries:
Staffing and Recruiting Referrals increase your chances of interviewing at Motion Recruitment.
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Join to apply for the
Client Service Associate
role at
Motion Recruitment . Title:
Client Service Associate 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 & BD 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 Additional information
Seniority level:
Entry level Employment type:
Contract Job function:
Other Industries:
Staffing and Recruiting Referrals increase your chances of interviewing at Motion Recruitment.
#J-18808-Ljbffr