Client Services Associate

Company: Arrow Search Partners
Location: New York
Posted on: January 15, 2021

Job Description:

Our client a diversified digital asset management firm with over $550 million AUM is seeking a Junior Client Services professional to join their team in order to help service the company---s rapidly growing client base. This is a great opportunity for someone with the desire to assist clients and work in a fast-paced, team-oriented and entrepreneurial environment, while gaining exposure to the business.

Responsibilities

• Facilitate the account opening process and assist clients with required documentation
• Perform account maintenance tasks including but not limited to; additional contributions, fund disbursements, and name/address updates
• Process subscriptions, transfers, redemptions, and, account changes
• Create ad-hoc internal reports for sales and marketing departments
• Communicate with clients regarding inquiries on account documents, monthly statements, online access, account inquiries etc.
• Interact between sales, fund admin, etc to resolve client questions and issues
• Assist in building out and maintaining the company CRM
• Assist with daily administrative tasks including answering phones, typing correspondence, filing, and photocopying
  
  Qualifications
  
  • Undergraduate degree or equivalent working experience in the financial services industry
  • Proficiency in MS Office including MS Word, Excel, PowerPoint and Outlook
  • 1-2 years of client service/support or related experience in the financial services industry preferred
  • Excellent organizational skills and attention to detail
  • Strong interpersonal and communication (both verbal and written) skills
  • Ability to meet deadlines and work effectively under pressure
  • Proven ability to multi-task and work both independently and as a team player
    
    Compensation & Benefits
    
    • $65,000 --- $75,000 base salary + Bonus
    • Excellent Benefits
    • 401(k) plan
    • Team-oriented and entrepreneurial environment,
    • Generous PTO policy

Keywords: Arrow Search Partners, New York , Client Services Associate, Other , New York, New York