Job Description

Job Title: Client Investment Associate

Location: Manhattan, NY (3 days a week in-office, 2 days remote)

Company Overview:

Our client is an East Coast-based fintech company, specializing in cutting-edge cash management technology designed for institutional Registered Investment Advisor (RIA) clients. With over 800 clients and a strong focus on growth, they are looking to expand their team to ensure provision of top-notch support to clients as they continue scaling.

Job Summary:

The Client Investment Associate will play a key role in managing client accounts. In this position, you will serve as the primary point of contact for the firm's clients, handling inbound calls, emails, service tickets, and ensuring a seamless experience. You will also work closely with the Product and Engineering teams, providing direct client feedback to help continuously improve firm offerings. This role requires strong communication skills, attention to detail, and a passion for delivering exceptional client service.

Key Responsibilities:

• Serve as the main point of contact for institutional RIA clients, providing assistance via inbound calls, emails, and service tickets
• Manage and resolve client inquiries and service issues promptly and professionally
• Collaborate with internal teams (Product, Engineering, etc.) to share client feedback and insights for product improvements
• Track and maintain detailed records of client interactions and issues
• Ensure client satisfaction by providing timely and accurate solutions
• Assist with onboarding new clients and provide ongoing support as needed
• Maintain a deep understanding of the company's products and services to best serve clients

Qualifications:

• Bachelor's degree or equivalent work experience
• Minimum of 3 years of experience in a client service or customer support role, ideally within fintech, finance, or a related field
• Series 7 license required
• Strong communication skills, both verbal and written
• Ability to manage multiple client interactions and prioritize effectively
• Detail-oriented with excellent problem-solving abilities
• Comfortable working in a fast-paced, growth-oriented environment

Compensation:

• Base Salary: $75,000 - $80,000
• Hybrid work schedule: 3 days a week in-office, 2 days remote
• Benefits: Competitive benefits package including health, dental, and vision insurance, 401(k), and more

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