We are seeking a professional and client-focused Client Services Representative to join our growing Financial Services team. This individual will serve as a primary point of contact for clients, providing exceptional service and support related to investment accounts, financial products, account maintenance, and operational inquiries. The ideal candidate is detail-oriented, organized, and committed to delivering a high-quality client experience while working collaboratively with advisors, portfolio managers, and internal operations teams.
Key Responsibilities
- Serve as a primary contact for clients via phone, email, and in-person meetings.
- Respond to client inquiries regarding account activity, investment statements, transactions, and service requests.
- Assist with account opening, onboarding, transfers, and maintenance activities.
- Process and monitor client paperwork, ensuring accuracy and completeness.
- Coordinate client requests with advisors, investment professionals, custodians, and operations teams.
- Maintain detailed and accurate client records within CRM and portfolio management systems.
- Prepare client meeting materials, reports, presentations, and account documentation.
- Support the collection and review of compliance and regulatory documentation.
- Assist with money movement requests, account updates, beneficiary changes, and other service-related transactions.
- Track outstanding client requests and ensure timely resolution.
- Help identify opportunities to improve service processes and enhance the overall client experience.
- Maintain confidentiality and safeguard sensitive client and financial information.
- Stay informed on firm policies, procedures, and industry regulations.
Qualifications
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field preferred.
- 3+ years of experience in financial services, investment management, asset management, corporate trust, loan administration, or client relationship management.
- Strong understanding of capital markets, investment products, and financial services operations.
- Knowledge of corporate trust, fund administration, loan servicing, syndicated loans, or related financial products.
- Experience supporting institutional clients, asset managers, investment firms, banks, or alternative investment funds.
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field preferred.
- Strong understanding of capital markets, investment products, and financial services operations.
- Knowledge of corporate trust, fund administration, loan servicing, syndicated loans, or related financial products.
- Knowledge of Collateralized Loan Obligations (CLO) and Deal Administration
- Experience supporting institutional clients, asset managers, investment firms, banks, or alternative investment funds.
- Ability to build and maintain relationships with clients, asset managers, custodians, trustees, and other industry partners.
- Strong understanding of investment lifecycle events, account administration, and operational processes.
- Experience reviewing and interpreting financial, legal, and transaction-related documentation.