Client service specialist

Our client a diversified digital asset management firm with over $550 million AUM is seeking a Junior Client Services professional to join their team in order to help service the companys rapidly growing client base. This is a great opportunity for someone with the desire to assist clients and work in a fastpaced teamoriented and entrepreneurial environment while gaining exposure to the business.

Responsibilities
Facilitate the account opening process and assist clients with required documentation
Perform account maintenance tasks including but not limited to; additional contributions fund disbursements and name/address updates
Process subscriptions transfers redemptions and account changes
Create adhoc internal reports for sales and marketing departments
Communicate with clients regarding inquiries on account documents monthly statements online access and account inquiries
Interact between sales and fund admin to resolve client questions and issues
Assist in building out and maintaining the company CRM
Assist with daily administrative tasks including answering phones typing correspondence filing and photocopying

Qualifications
Bachelors degree preferred
Experience in the financial services industry
Proficiency in Microsoft Office
12 years of client service/support or related experience in the financial services industry preferred
Excellent organizational skills and attention to detail
Strong interpersonal and communication (both verbal and written) skills

Benefits:
401(k)
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance