Find & Apply For Customer Service Representative Jobs in New Haven, Connecticut

Apply Job ID:

233916

Job Title:

Client Service & Operations Associate Work Type:

Direct Hire Location:

New Haven ,

CT Pay Range:

$70,000 - $75,000

Work Model:

Hybrid Hybrid Details:

Onsite 2-3 days/week but candidate should be comfortable with 2-4 days onsite or as needed Job Description This individual will have specialized knowledge and skills, obtained through experience and/or formal training, to assist and support our institutional and marketing team. The candidate should have a strong operational background, especially when it comes to client onboarding. They will be expected to provide solutions to problems with extensive contact with our Operations team, internal business partners, as well as various custodians. Additionally, they will help to facilitate and execute sales and marketing initiatives, manage client reporting, provide assistance with onboarding and maintaining our financial intermediary partners, while ensuring accurate CRM data management and support across platforms. Core Responsibilities Builds relationships with clients and shareholders, our Operations team, Compliance, Portfolio Managers, Sales and Marketing team, as well as other internal and external business partners by delivering exceptional proactive service Onboards new client relationships through correspondence, reports, custodial paperwork, new account paperwork, and advisory agreements Services existing client relationships (including calls, meetings, corresponding, and addressing requests as well as processing money and asset movements, and ad hoc requests) with the highest level of service and prompt follow-up with the client Helps to prepare and provide documentation and materials required for client calls and visits Is the key liaison between Operations and Client Service/Sales. Has a strong operational skillset working with custodial websites and onboarding documentation (i.e. Fidelity), has experience with a Portfolio Reporting System (Advent APX) Works with Sales, Client Service, Investments and Compliance to determine best methods to resolve issues and ensure client satisfaction in a courteous and professional manner Understands performance and how it is calculated and how to troubleshoot May participate in investment reviews and annual reviews Provide sales support which includes financial intermediaries, consultants, shareholders, clients, platforms, and other key partners Manage and continuously improve the client reporting process, identifying opportunities for increased efficiency and accuracy Performs other duties and special projects as required, including firm-wide initiatives Skills Qualifications Energized by change and ability to think "outside the box" regarding process improvement Flexibility to handle changing priorities, pressure, and short deadlines Self-motivated; ability to work well independently and with others A high standard of professionalism Notable attention to detail Proactive in task follow-up, stay ahead of deadlines, excellent time-management skills Exceptional written and verbal communication skills Investment product knowledge desirable and strong familiarity with operational procedures Microsoft Office suite of products required Salesforce CRM. Microsoft Dynamics or similar desirable Knowledge of database software desirable Education BA or BS degree 3-7 years of experience in financial services, with a strong background in Operations and Client Service Knowledge of Advent APX, Microsoft Dynamics, and Fidelity documentation a plus An opportunity to obtain your SIE, Series 7, and Series 66 FINRA license #LI-Hybrid Talent Groups is an equal opportunity employer that values diversity and inclusion. All qualified applicants will receive consideration without regard to protected characteristics. The listed compensation range represents a good faith estimate and may vary based on experience, skills, education, certifications, market conditions, client budget, and location, in accordance with applicable pay transparency laws. This email is already in use, please login Apply Today Please wait while we fetch your resume and information... First Name Last Name Email Phone Number Use existing Resume Upload a Resume I don't have a Cover letter Upload a Cover letter Read our Privacy Policy Submit → This job is no longer available Apply Apply Share This Job

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