Client Service Associate - Investment Portfolio Management
VARITE is a global investment management firm seeking a qualified Client Service Associate. This role involves partnering with the portfolio management team to provide exceptional service to clients, including account setup and operational support. 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) Skills Experience working in a collaborative work environment for a financial services/RIA/Broker Dealer firm Passion for delivering outstanding client service High attention to detail Organizational/Prioritization skills Communication Skills both written and verbal Company Overview VARITE has a definite spirit. It was founded in 2000, and is headquartered in San Jose, California, US, with a workforce of 1001-5000 employees. Its website is