Client Service Associate

Minimum of 2-4 years of experience in a client operations role—preferably in fintech, investment management, or a related financial services environment
Strong attention to detail with the ability to stay organized and prioritize in a fast-moving setting
Clear and confident communicator with excellent verbal and written communication skills both inside the organization, as well as externally with clients and other third parties
Intellectually curious, independently resourceful, and thrives in a goal-oriented environment
Quick learner who can adapt to new tools, processes, and product updates with ease
Team focused mindset, eager to collaborate and take initiative with others to resolve problems

Assist Account Managers in addressing client inquiries related to trading and portfolio management
Support daily account onboarding, assignment, and maintenance workflows
Aggregate client documents and maintain a streamlined record keeping system
Monitor and manage key account activity at custodians, such as restrictions, cash flows, and closures, etc.
Coordinate recurring client deliverables, including billing invoices and quarterly reviews
Maintain and update internal tools and data records to ensure operational accuracy
Serve as an internal advocate for client issues, requests, and needs through partnering cross-functionally with Trading, Investment Ops, Finance, and Marketing teams
Contribute ongoing process improvements and support special projects as needed

Experienced with custodian platforms (such as Charles Schwab and Fidelity) is preferred
Comfortable working with programming languages and interfaces (such as SQL, Retool, and Snowflake) is a plus