• Client Service Associate

    Motion Recruitment Partners (New York, NY)


    Client Service Associate

     

    New York, New York

     

    Hybrid

     

    Contract

     

    Up to $30/hr

     

    Join a leading independent global investment management firm as a Client Services Associate. Role is hybrid in either New York or Seattle and a 6 month contract with potential to convert to full time.

     

    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.

    You will be responsible for:

    + 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)

    Skillset required:

    + High attention to detail

    + Organizational/Prioritization skills

    + Communication Skills both written and verbal

    You will receive the following 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:

    + Administrative / Clerical