What are the responsibilities and job description for the Client Services Associate position at Arrow Search Partners?
About The Company
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
$65,000 – $75,000
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
- 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
$65,000 – $75,000
Salary : $65,000 - $75,000
