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Client services associate
1 month ago
Would you say you have experience providing world class customer service working with financial products including securities, stocks, bonds, mutual funds, and derivatives? A global wealth and asset management firm is currently seeking to bring on a Client Services Associate at their Wilmington, DE office. This team uses a hybrid work schedule with 3 days each week in office. Apply today for immediate consideration
salary: $30 - $32 per hour
shift: First
work hours: 9 AM - 6 PM
education: Bachelors
Responsibilities
- Assist with Portfolio rebalancing (document preparation, money movements)
- Prepare new account paperwork, contracts, and subscription agreements.
- Manage the opening and closing of accounts - this includes SMA's and brokerage.
- Manage cash and security movements, including deposits, withdraws, gifting, wires, journals.
- Assist with presentations and proposals using PowerPoint and Excel.
- Analyze and review billing for accuracy.
- Continually monitor and update Client database and portfolio/account management applications, including Salesforce and Addepar.
- Perform other related duties as assigned.
- Bachelor's Degree is required - Finance or Business preferred.
- Minimum of 3 years' experience within financial services.
- Excellent verbal and written communication skills.
- Highly organized, with relentless attention to detail.
- Motivated with a desire to learn and grow professionally.
- Ability to prioritize in a highly visible, fast paced team environment.
- Problem-solving skills.
- Advanced Microsoft Office skills with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint.
- Financial Services
- Wire Transfers
- Portfolio
- Pivot Tables
- Mutual Fund
- Alternative Investments
- Equities
- Margins
- Line of Credit
- Years of experience: 3 years
- Experience level: Experienced
Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).
This posting is open for thirty (30) days.