Client Services Associate
14 hours ago
We are seeking a detail-oriented Client Services Associate to join our team at Eaton SAKS International Group. As a key member of our client services team, you will play a pivotal role in servicing the needs of investors, wealth managers, financial advisors, RIAs, and institutional clients.
Responsibilities- Manage relationships with wealth managers, financial advisors, RIAs, LPs, institutional, and other investors
- Serve as point of contact for all client interactions, questions, and concerns
- Internal advocate for the client
- Escalating queries and concerns, when necessary
- Ability to handle confidential information
- Maintain and update CRM
- Completes other related duties as assigned
- Four-year college degree
- Personal integrity and an ability to maintain the confidentiality of company and client information
- Client service experience within the investment management industry with primary focus on servicing the needs of financial advisors, RIAs, and institutional clients; will consider relevant experience in other areas
- Team-player, willingness to work within a team structure and partner with internal and external parties
- Ability to create and maintain relationships with various stakeholders, collaborative team player
- Strong time management, planning, and communication skills
- Knowledgeable of financial products and market trends
- Proficient in Microsoft Office products and ability to become expert in our CRM and investor portals
Based in West Palm Beach, FL, hybrid 4-1 structure. Compensation commensurate with experience will include a competitive base salary and discretionary performance bonus.
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