Client Service Associate jobs in United States
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VARITE INC ยท 1 day ago

Client Service Associate

positionSeattle, WA
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$25/hr - $30/hr

VARITE INC is a company seeking a Client Service Associate to support their growing business. The successful candidate will work with the SMA Client Service team to provide exceptional service to clients while handling operational tasks such as account setup and data entry.

Information Technology & Services
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Growth Opportunities

Responsibilities

Responsible for new account set up, change requests, & processing cash raises across RIA & Client clients
Provide operational support and data entry in order to onboard client accounts and process ongoing activity
Work with client types including direct/retail investors, broker dealer platforms, institutions and advisors
Support client communication via team email to provide white-glove service for all channels
Review/respond on reconciliation items (delinked accounts, negative cash accounts, new accounts)
Contact custodians for service-related matters and custodian paperwork generation
Run client information in CRM (Salesforce)

Qualification

Client service experienceOperational supportCRM (Salesforce)Attention to detailOrganizational skillsCommunication skills

Required

Experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm
High attention to detail
Organizational/Prioritization skills
Communication Skills both written and verbal

Company

VARITE INC

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Glassdoor3.7
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VARITE has a definite spirit.
dateFounded in 2000
location
San Jose, California, US
people-size1001-5000 employees
web-link
http://www.varite.com

Funding

Current Stage
Late Stage

Leadership Team

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Adarsh Katyal
President & CEO
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Sue Patel Arora
Vice President Of Strategic Partnerships
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Company data provided by crunchbase