What are the responsibilities and job description for the Client Services Associate position at Innovations PSI?
Our client is seeking a full-time Client Service Associate . This role focuses on back-office administrative tasks with some direct client interaction via email and calls.
Responsibilities :
- Manage client service requests, including account maintenance, ACH transfers, and ACAT processing.
- Support ~200 clients by assisting with paperwork, document submissions, and routine inquiries.
- Collaborate with client service teams to prepare for client meetings and handle service requests with custodians (e.g., Schwab, Fidelity).
- Assist with opening / reregistering accounts, stock option exercises, processing RMDs, and managing asset transfers.
- Contribute to quarter-end client reporting, producing and reviewing client reports.
Qualifications :
Salary : $80,000 - $90,000
Please submit your resume for additional details and a full job description.
Salary : $80,000 - $90,000
