Client Services Associate

2 weeks ago


Watertown, United States Hi-Line Capital Management Full time $50,000 - $60,000
Job DescriptionJob Description

Client Services Associate

Provides non-advice related support in serving clients. Must have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain multiple priorities. Can also work independently on projects, from conception to completion, and must be able to work under pressure at times to handle a wide variety of activities and confidential matters with discretion.

 

Initial Key Areas of Responsibilities: 

• Handle all requests from Clients and business partners pertaining to account administration

• Prepare all account paperwork and check pending account maintenance items

• Maintain current client information in all existing databases (CRM)

• Maintain portfolio accounting system, performance reporting and GIPs verification

• Assist the portfolio management or marketing department as needed

• Organize, scan, and maintain all Client Files

• Continue to develop technical knowledge and expertise

• Continually evaluate day to day activities for process improvement opportunities

• Develop Key Objectives and manage all assigned projects/tasks to achieve

 

Required Knowledge, Skills, and Abilities

  • Integrity and overall trustworthiness
  • Dependable, reliable, and punctual
  • Proactive to problem-solving, detail-oriented, and drive for improvement
  • Positive and professional image for the organization
  • Time management, multitasking, and flexibility
  • Excellent organizational skills, attention to detail and high level of accuracy
  • Professional communication skills, written and verbal
  • A strong team orientation. A willingness to help other team members grow
  • Advanced knowledge of Microsoft office
  • Problem solver

 

 

Education and Experience

  • Bachelor’s Degree preferred

  • Related experience needed



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