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Job ID#: 42242
Client Service Associate Needed ASAP
Contract to Hire
To $31 hourly
Great central location!
Position Description/Background:
The Client Service Associate (CSA) supports the administration and operations of new and existing
client accounts. This includes serving as the liaison between the business development, sales,
portfolio administration, trading, investment management, operations and compliance teams.
A successful candidate in this position will possess excellent organizational skills, strong attention to
detail as well as solid verbal and written communication skills. They must have the ability to work well
with other team members, as well as independently, and possess a high degree of integrity.
Essential Duties and Responsibilities:
The following duties are generally representative of the nature and level of work assigned. They are
not necessarily all inclusive.
New account processing: Organizing and data entry of information
? Gather necessary paperwork, contracts and agreements, and obtain any necessary authorized
management signatures.
? Coordinate the new account onboarding process and respond to questions from the sales,
portfolio administration, trading, investment management, operation and compliance teams.
? Provide back-up support in new institutional account openings.
Existing account service: Providing email responses
? Respond to inbound emails from clients, advisors and advisor’s sales assistants
? Respond to questions on existing accounts from the sales, portfolio administration, trading,
investment management, operations and compliance teams.
? Correspond with advisors & sales assistants to answer questions on client accounts.
? Provide back-up support for institutional account requests from consultants and clients
Qualifications:
? Bachelor’s degree in Business, Finance, Marketing, or equivalent work experience.
? Excellent verbal and written communication skills.
? Exceptional interpersonal interaction and relationship management skills.
