Client Relations Specialist
2 weeks ago
We are seeking a dedicated Client Service Associate (CSA) to enhance our operations and provide exceptional support to our clients. The CSA will collaborate closely with Financial Advisors to optimize workflows, generate reports, and address client inquiries.
Key Responsibilities:
- Assist with daily service requirements, including bill payment and trust management.
- Organize and record investment activities such as capital calls, redemptions, and dividends.
- Generate and distribute comprehensive client portfolio reports.
- Prepare asset allocation summaries for executive review.
- Enhance operational processes within the firm.
- Maintain the internal client reporting system and digital portal.
- Prepare cash journals, wire transfers, and check requests.
- Support account opening procedures and prepare necessary documentation.
- Manage the cloud storage of client files and firm records.
- Assist with administrative duties, including scheduling and supply ordering.
Qualifications:
The ideal candidate will possess:
- Proficiency in Excel and related software.
- Strong communication and time management skills.
Work Environment:
Our workplace is characterized by a relaxed atmosphere, flexible working hours, and opportunities for remote work.
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