Client Service Operations Coordinator

1 week ago


Red Bank, New Jersey, United States SkyView Investment Advisors Full time

Job Description

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SkyView Investment Advisors has an immediate opening for a skilled Client Service Operations Representative. This individual will work closely with clients to ensure their needs are met and provide top-notch customer service. Key responsibilities include managing fund subscriptions, redemptions, and capital calls, facilitating transactions and completing paperwork, and working closely with custodial service teams.

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Key Skills and Qualifications

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  • Strong Communication and Client Service skills
  • Undergraduate degree
  • > 3 years of experience in operations/client service
  • Experience working with custodial platforms such as Charles Schwab
  • Experience handling fund operations (subscriptions, AML/KYC etc)
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Benefits and Compensation

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The estimated annual salary for this position is $70,000 - $85,000 based on industry standards and location. We offer a full benefits package including Health, Dental, Vision, and 401k.



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