Client Services Representative
Overview:
Please double check you have the right level of experience and qualifications by reading the full overview of this opportunity below. In this role, you act as the primary contact for clients, delivering attentive service for investment accounts and financial products. You will support onboarding, account maintenance, and inquiries, collaborating with advisors, portfolio managers, and internal operations to ensure a high-quality client experience. You’ll handle paperwork, regulatory documentation, and money movement while safeguarding confidentiality. The position offers involvement in process improvements that enhance service, client satisfaction, and operational efficiency. This is a client-focused role with exposure to capital markets and financial services operations.
Responsibilities:
- Serve as main client contact via phone, email, and in-person meetings
- Respond to inquiries about account activity, statements, transactions, and service requests
- Assist with account opening, onboarding, transfers, and maintenance
- Process and monitor client paperwork for accuracy and completeness
- Coordinate requests with advisors, custodians, and operations teams
- Maintain client records in CRM and portfolio management systems
- Prepare client meeting materials and documentation
- Support compliance and regulatory documentation review
- Assist with money movement, account updates, and beneficiary changes
- Track outstanding requests and ensure timely resolution
- Identify opportunities to improve service processes and client experience
- Maintain confidentiality of client and financial information
- Stay informed on firm policies and industry regulations
Key requirements:
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or related field preferred 3+ years in financial services, investment xaygatp management, asset management, corporate trust, loan administration, or client relationship management
- Strong understanding of capital markets and financial products
- Knowledge of corporate trust, fund administration, loan servicing, syndicated loans, or related products
- Experience supporting institutional clients, asset managers, banks, or alternative funds
- Client-focused mindset
- Attention to detail
- Organizational skillsCRM systems
- Portfolio management systems
- Knowledge of compliance and regulatory documentation processes