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    Investment Advisory Client Services Associate - New York, United States - Social Capital Resources

    Social Capital Resources
    Social Capital Resources New York, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    Top-Tier Investment Management Firm is seeking an Investment Advisory Client Services Associate

    Responsibilities:

    • Assist with retail and institutional client servicing
    • Responsible for new account onboarding, distribution of statements and invoices, maintaining distribution lists, and communicating with clients
    • Assist with weekly, monthly, quarterly client reporting and address any client feedback in a timely manner.
    • Work with internal departments to research and resolve escalated shareholder inquiries.
    • Periodically review forms and applications for accuracy and completeness.
    • Maintain client portal database and onboard new client contacts.
    • Address shareholder inquiries received via inbound phone line, email, and mail.

    Qualifications:

    • Bachelor's Degree.
    • Series 7 is required
    • Series 63 or 66 is required
    • 1-5 years experience in a similar position
    • General knowledge of the asset management industry preferred
    • Experience with Advent APX and Salesforce preferred
    • Ability to prioritize and organize workload, multi-task, adapts quickly to change, and deliver under the pressure of deadlines.
    • Shows strong aptitude to anticipate client requests.
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