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Description
Our client, a top private banking and wealth management firm, is looking for a Client Services Associate to join the team in New York, NY. The Client Services Associate will provide a wide range of sales, service, administrative and relationship management support to the Eagle Invest team and to be a point of contact on operational matters for clients, prospects and bankers.* This is a 3 Month Contract (Possible extension or Contract-to-Hire)** Must be local to the New York Market** Must be able to work on a W-2 contract basis*What You Will Be DoingDaily Responsibilities* Act as conduit between clients and BlackRock operations to resolve client inquiries, concerns and problems effectively and in a timely manner* Assist in identifying, communicating and resolving engineering bugs and areas for improvement in the Eagle Invest product and service model* Participate in internal projects and special assignments as assigned* Contribute to the department as a whole with an emphasis on team work* Familiarity with or ability to be trained on Fidelity Advisor Portal, the Customer Relationship Management (CRM) database, DocuSign and other software solutions integrated with our technology partner Adhere to all applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.)* Identify and report suspicious activity to the AML officerRequired Skills & Experience* Exceptional interpersonal skills to interface with clients, prospects, custodians and colleagues* Use of considerable tact and discretion when dealing with client or sensitive data* Excellent organizational, communication (both verbal and written), and client relationship management skills (whether interaction is in person, over the telephone or via email)* Ability and desire to work in a fast paced sales oriented environment (maybe demanding or unstructured work environment)* Working knowledge of securities industry, broad understanding of capital markets, their practices on how products trade, settle and are invested* Understand the Bank’s structure and identify opportunities to utilize Bank resources to meet client’s needs* Fully understand the white glove First Republic Bank service model* Ability to work remotely from their main team/information center and independently under minimal supervision Innovative and vocal about changes needed to better the product, both internally and externally for the clients* Knowledge of all MS office applications with ability to display proficiency in Powerpoint and Excel* Must be able to review and analyze data reports and manuals; must be computer proficient. Must be able to communicate effectively via telephone and in personDesired Skills & Experience* Background in banking industry preferred* Experience with customer service, call center operations and/or payment platformsThe Offer* Competitive Pay: Up to $42/hour, DOE* Contract Duration: 3 MonthsYou will receive the following benefits:* Medical & Dental Insurance* Health Savings Account (HSA)* 401(k)* Paid Sick Time Leave* Pre-tax Commuter BenefitApplicants must be currently authorized to work in the United States on a full-time basis now and in the future.
Posted on :
2021-10-19T08:11:32Z
