Client Service Associate
Job Description
Job Description Summary
The Client Service team partners with the portfolio management team, operations, trading and distribution to provide a best in class service experience for all of clients. Successful candidates will have experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have a passion for delivering outstanding client service.
You will be responsible for:
- Responsible for new account set up, change requests, & processing cash raises across RIA & BD clients
- Provide operational support and data entry in order to onboard client accounts and process ongoing activity
- Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors
- Support client communication via team email to provide white-glove service for all channels
- Review/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts)
- Contact custodians for service-related matters and custodian paperwork generation
- Run client information in CRM (Salesforce)
- High attention to detail
- Organizational/Prioritization skills
- Communication Skills both written and verbal
Meet Your Recruiter
Kirsten Overlee
Senior Director Recruiting
Kirsten is a highly strategic, results oriented Senior Director of IT Recruiting with more than 20 years of experience attracting and retaining top quality candidates. She currently leads our outstanding IT and Engineering recruiting team and handles account management for some of Corps Teams top clients.
Prior to Corps Team, Kirsten was a Sr Recruiter for two well-known IT Staffing Firms and a Corporate Recruiter for MedImpact Healthcare Systems, Western Digital and Texas Instruments. Kirsten brings a unique expertise to the table based on her diverse recruiting background and has gained a reputation as a no-nonsense recruitment professional. Kirsten can draw upon a diverse history in Talent Acquisition, “Needle in a Haystack”, sourcing, recruitment and screening, Executive Search, Client Relationship Management, Account Management and Client Retention. Kirsten is an active professional member of SHRM and possesses a Bachelor of Business Administration with an emphasis in Management Information Systems. Kirsten has been with Corps Team for over ten years.