Client service specialist

cAPITOL nY

  • New York
  • Permanent
  • Full-time
  • 2 months ago
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, and account inquiries
  • Interact between sales and fund admin 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
  • Bachelor’s degree preferred
  • Experience in the financial services industry
  • Proficiency in Microsoft Office
  • 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
Benefits:
  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Employee discount
  • Flexible spending account
  • Health insurance

cAPITOL nY