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Operations/Client Service Rep

2 months ago

Red Bank, United States SkyView Investment Advisors Full time

Company Description

SkyView Investment Advisors is an SEC-registered investment advisory firm founded in 2009 with over $5B AUM on a discretionary and non-discretionary basis. The firm deploys capital globally across both public and private markets via separately managed accounts, private funds, and institutional advisory. The firm works with institutions, family offices, and wealth managers to customize investment programs and help manage investments for growth. SkyView's rigorous investment processes and team expertise differentiate luck from skill in sustainable strategies and investments.


Role Description

SkyView has an immediate opening for an experienced Client Service Operations Representative. The role involves day-to-day tasks such as client services, communication, account opening, billing, subscription documents, and other financial operations. The rep will work closely with clients to ensure their needs are met and provide top-notch customer service. Applicants should have prior experience working in an operations position at a financial firm.


Responsibilities

  • Key point of contact for operations both internally and externally with clients
  • Onboarding accounts and following up with AML/KYC, legal, and compliance within the firm
  • Managing fund subscriptions, redemptions, and capital calls
  • Facilitating transactions and completing paperwork (new accounts, transferring accounts, routine maintenance)
  • Working with custodial service teams
  • Digital recordkeeping in CRM, custodial systems, portfolio accounts systems etc.


Requirements

  • Strong Communication and Client Service skills
  • Undergraduate degree
  • > 3 years of experience in operations/client service
  • Experience working with custodial platforms such as Charles Schwab
  • Experience handling fund operations (subscriptions, AML/KYC etc)
  • Attention to detail and accuracy in work
  • On-site at least 3 days a week


Benefits

  • Full benefits package including Health, Dental, Vision, 401k