Vertical Careers, Inc.

Associate/Analyst, Client & Account Administration for large reputable Financial Services firm in New York, NY

Vertical Careers, Inc. - New York, NY

Associate or Analyst, Client & Account Administration

Our client is a large reputable Financial Services firm with over $100B AUM headquartered in Los Angeles with a location in New York, NY. They foster a healthy work life balance with great internal progression and excellent benefits. They are seeking for a Driven Associate or Analyst, Client & Account Administration who will be joining their Client Services Team in New York.

They offer exceptional Benefits including 401K matching, Generous PTO | Holidays, Growth | Succession Planning opportunity. Starting Monday September 13th, they will be returning to Hybrid model with 3 days in the office and 2 days remote/WFH.

The Client Services department is responsible for delivering excellence in responding to client requests that come into the firm either via clients directly or through their client services or marketing representatives. This client services administrator will serve as a central point of contact for managing client inquiries by responding directly to clients and interfacing with departments throughout the firm, when necessary.

Responsibilities include:

  • Manage ad-hoc and routine client administrative requests, including tax requests, transfers, contact updates, recurring report distribution, add-on contribution requests, redemption requests, name change requests, cash flow history requests, audit confirmations, web access requests, etc.
  • Liaise with the relevant person/team to provide timely responses to client inquiries, as necessary;
  • Prepare and process regular and ad-hoc client communications, including preparing, conducting QA and sending email communications related to reporting and partner activity;
  • Partner with our offshore business process outsourcing team to facilitate new requests and review outputs;
  • Review, track and maintain sensitive documents; follow up to obtain information and approvals related to tax solicitations as necessary;
  • Assist with operational enhancements within the team; and
  • Support the Client Services and Marketing Representatives with client requests when required.

Qualifications:

  • Bachelor’s degree in Business Administration or similar/related field required.
  • 4+ years relevant experience, preferably in financial services;
  • Proven ability to manage tasks with competing priorities and deadlines, independently determining order of priority and self-initiating other value-added tasks;
  • Strong working knowledge of Microsoft Office and CRM system such as Salesforce;
  • Highly resourceful; ability to exercise superior judgment regarding investor requests;
  • Ability to interact with internal and external clients; and
  • Strong communication skills (written and verbal).

Personal Attributes:

  • Superior organizational skills with strong attention-to-detail;
  • Excellent interpersonal, verbal and written communication skills;
  • Self-starter with a proven ability to take initiative;
  • Strong work ethic and the ability to quickly build credibility and gain confidence of others; and
  • Team-oriented with strong integrity and professionalism.




Posted On: Wednesday, September 8, 2021
Compensation: total comp: upto $125K DOE



Position Contact
Eva Chiu
Managing Partner| Executive Search
(626) 608-5228
eva@vertical-careers.com,

Eva Chiu has 20 years of specialized staffing and recruitment expertise. Eva is known for her energy, enthusiasm and passion for connecting the right people with the right opportunities whereby helping you "Step Up in the World!" Her dedication to providing the highest quality service to both clients and candidates is one of her strongest attributes. Prior to Vertical Careers, Eva spent nearly 10 years with one of the nation’s largest specialized staffing firms first, as an account manager, and then as an executive recruiter specializing in accounting and finance professionals, achieving numerous accolades, including:

  • Superstars 2003, 2004 (Account Manager)
  • Superstars 2005, 2006, 2008, 2009 & 2010 (Executive Recruiter)
  • Rookie of the Year 2005 (Executive Recruiter)
  • Southern California Executive Recruiter of The Year 2006
  • Platinum Club 2006, 2008 & 2010 (Top 5%)
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