Client Service Assistant

  • Location
    Richmond, Virginia
  • Category
    Accounting & Finance
  • Job reference:
    US_EN_5_844878_2790749
  • Job type
    Contract/Temp to Hire

Client Service Assistant will perform administrative tasks to support a team of Portfolio Managers for an asset management group in Richmond. Candidates with administrative skills and over two years of experience in a financial, brokerage or asset management environment are encouraged to apply to this direct-hire role. Chosen applicant will be responsible for supporting the Portfolio Manager with client correspondence, account review, trading inquiries and reporting. If you are interested in working with a professional and driven team, please apply today!

Responsibilities:

  • Order entry, phone support, database management and reporting in Excel
  • Client correspondence; transfers, account updates, cash reviews and web access
  • Interface with the portfolio team on administrative matters
  • Maintain accurate and secure client information
  • Qualifications:

  • Bachelor’s Degree or 2+ years of financial industry support
  • Strong customer service skills
  • Experience in MS Office required
  • Knowledge of custodial platforms preferred
  •  

    Please apply below or visit www.accountingprincipals.com for a list of our open roles.



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