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Client Relations Specialist

2 months ago

Red Bank, New Jersey, United States US Main Full time
Position Overview:
We are seeking a dedicated Client Service Associate (CSA) to enhance our operations and client support. The CSA will collaborate closely with Financial Advisors to optimize workflows, generate reports, and address client inquiries.

Key Responsibilities:
1. Assist the team with daily service requirements, including bill payments and trust management.
2. Organize and record investment transactions such as capital calls, redemptions, and dividends.
3. Create and distribute comprehensive client portfolio reports.
4. Develop asset allocation reports for executive review.
5. Enhance operational processes within the firm.
6. Maintain the internal client reporting system and online portal.
7. Prepare cash journals, wire transfers, and check requests.
8. Support account opening procedures and prepare necessary documentation.
9. Manage the cloud storage of client files and firm records.
10. Assist with administrative duties, including scheduling and supply orders.

Qualifications:
The ideal candidate will possess:
- Proficiency in Excel
- Strong communication and time management skills

Work Environment:
Our workplace is characterized by a relaxed atmosphere, flexible working hours, and opportunities for remote work.