What are the responsibilities and job description for the Client Service Associate, Senior position at Atrium Staffing?
Our client is a wealth management firm serves single family offices, and foundations and endowments. They are seeking a Client Service Associate, Senior to provide assistance to the Client Advisory team.
Salary / Hourly Rate :
100,000 - $115,000 Depending on Experience plus Bonus
Position Overview :
The Client Service Associate, Senior provide assist in all manners of client service, daily operations, and ad hoc projects. This Client Manager role is responsible for the overall coordination, implementation, and completion of a variety of disparate services on behalf of the client.
Responsibilities of the Client Service Associate, Senior :
- Review letters of instruction, account applications, manager agreements and fund subscription documents
- Organize supporting documentation
- Prepare materials for client meetings including PowerPoint decks
- Oversee quarterly reporting process and write customized client letters
- Act as information provider to accountants, banks, investment managers and other professionals
- Develop and understand the individual goals and expectations of the team
- Work independently on client related-concerns
Qualifications for the Client Service Associate, Senior :
Education Requirements :
Benefits :
Salary : $100,000 - $115,000
