We are seeking a motivated Client Service Associate to join our dynamic team. The ideal candidate will have experience in financial services (RIA/Broker Dealer) and a passion for delivering exceptional client service in a team-oriented environment.
PLEASE NOTE: this is a contract role
Key Responsibilities:
- Manage new account setup, handle change requests, and process cash raises for RIA and client accounts.
- Engage with various client types, including direct/retail investors, broker-dealer platforms, institutional clients, and advisors.
- Provide high-touch, white-glove service through timely and professional client communications, primarily via email.
Your Skills & Experience:
- 2+ years of client service experience within financial services or brokerage
- Great client service and interpersonal skills
- Excellent communication skills