What are the responsibilities and job description for the Client Service Associate position at Virtual?
Job Responsibilities
- Provide operational and administrative support to Client Advisors in their daily business practices
- Act as a key point of contact for client issues and concerns
- Own account maintenance for new and existing clients, including collecting client-specific information, prepping and obtaining appropriate documentation, communicating with custodians and complying with regulatory requirements
- Execute money transfers, help facilitate trades and perform ad hoc client requests
- Work cross-functionally with investment, accounting and operational departments to ensure clients’ needs are being met
- Generate and substantiate reports for meetings
- Gather, input, and maintain key client information in the CRM (Salesforce)
Competencies
Education / Experience
