Our client a registered investment advisor located in the South Shore is looking for a Client Service Administrator. In this remote position you will be working directly with some of the our clients of the firm and assisting them with inquiries on the investments accounts including money movement requests. The role is also responsible for daily account maintenance, generating reports on a quarterly basis for delivery to the client that includes quarterly billing. This will require them to work with our primary custodian.They will also need to coordinate with managers for any materials or reports needed for client meetings. This role will also assist with establishing new accounts for the firm. We are also looking for this role to assist in backing up our head trader for trade execution for manager generated trades. This will require learning the trade platform we utilize as well as have a familiarity with the assets we trade which includes, publicly traded stocks, ETF’s and mutual funds.
The ideal candidate will have experience in the advisory or brokerage services and a knowledge of investment portfolios and strong software capabilities.
Posted: Sep 20, 2021