Motion Recruitment Partners
Overview
Client Service Associate – New York, NY (Hybrid) · Contract · $25/hr - $30/hr Title: Client Service Associate Description: Job Description Summary Role Description
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, and 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)
Required Skillset
High attention to detail
Organizational/Prioritization skills
Communication skills both written and verbal
Benefits
Medical Insurance - Four medical plans to choose from for you and your family
Dental & Orthodontia Benefits
Vision Benefits
Health Savings Account (HSA)
Health and Dependent Care Flexible Spending Accounts
Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance
Hospital Indemnity Insurance
401(k) including match with pre and post-tax options
Paid Sick Time Leave
Legal and Identity Protection Plans
Pre-tax Commuter Benefit
529 College Saver Plan
Motion Recruitment Partners (MRP)
is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Accommodation will be provided in all parts of the hiring process as required under MRP’s Employment Accommodation policy. Applicants need to make their needs known in advance.
Posted by:
VMS Sourcing
Specialization
Accounting / Finance Professional
#J-18808-Ljbffr
Client Service Associate – New York, NY (Hybrid) · Contract · $25/hr - $30/hr Title: Client Service Associate Description: Job Description Summary Role Description
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, and 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)
Required Skillset
High attention to detail
Organizational/Prioritization skills
Communication skills both written and verbal
Benefits
Medical Insurance - Four medical plans to choose from for you and your family
Dental & Orthodontia Benefits
Vision Benefits
Health Savings Account (HSA)
Health and Dependent Care Flexible Spending Accounts
Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance
Hospital Indemnity Insurance
401(k) including match with pre and post-tax options
Paid Sick Time Leave
Legal and Identity Protection Plans
Pre-tax Commuter Benefit
529 College Saver Plan
Motion Recruitment Partners (MRP)
is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Accommodation will be provided in all parts of the hiring process as required under MRP’s Employment Accommodation policy. Applicants need to make their needs known in advance.
Posted by:
VMS Sourcing
Specialization
Accounting / Finance Professional
#J-18808-Ljbffr