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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 client support operations. The CSA will collaborate closely with Financial Advisors to optimize processes, generate reports, and address client requirements.


Key Responsibilities:
  • Assist the team with daily service tasks including bill payments and trust management.
  • Organize and record investment activities such as capital calls, redemptions, and dividends.
  • Generate and distribute comprehensive client portfolio reports.
  • Create asset allocation reports for executive review.
  • Enhance operational processes within the firm.
  • Maintain the internal client reporting system and digital portal.
  • Prepare cash journals, manage wire transfers, and process check requests.
  • Support account opening procedures and prepare necessary documentation.
  • Manage the cloud storage of client files and company records.
  • Assist with administrative duties including scheduling and supply management.

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.