Client Service Representative
Bayshore Asset Management, LLC - Coral Gables, FL

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Position Summary
The Bayshore Client Service Representative (CSR) assists each investment advisor with the servicing of his or her clients. The CSR develops and maintains a good working relationship with clients and advisors. This is accomplished through ongoing communication, excellent service and operational support. The CSR often becomes the first line of communication for the clients.

The Position
Essential Duties and Responsibilities

  • Develops a close working relationship with clients and advisors
  • Provides quick and accurate answers to operational questions from advisors and clients
  • Provides comprehensive operational support to clients, including monetary and maintenance requests
  • Handles communications between custodians and advisors or clients
  • Prepares and processes new account and account maintenance paperwork
  • Processes and follows-up on account paperwork in order to establish and maintain client accounts
  • Processes new account files to ensure accuracy and completeness
  • Monitors pending account transactions and transfers
  • Assists with rebalancing of investment portfolios and verification of trades
  • Assists advisors with preparation for client meetings

Additional Responsibilities

  • Provides on-demand and scheduled Portfolio Center reports to advisors and clients as requested
  • Reviews and processes quarterly reports for accuracy
  • Tracks and completes special projects throughout the year, including advisor notifications and year-end required minimum distributions (RMD’s).
  • Responsible for identifying own training needs and arranging them

Education and/or Work Experience

  • Previous client service experience and/or bachelor’s degree in related field
  • Attention to detail, accuracy, timeliness and ability to multi-task

Specialized Skills

  • Strong verbal and written communication skills
  • Good computer skills
  • Proficiency with Microsoft Office (Word, Excel & Outlook)

Other Qualifications

  • Highly detail oriented
  • Ability to learn quickly
  • Ability to multi-task

Indeed - 22 months ago - save job
About this company
Bayshore Asset Management, LLC, is a Registered Investment Advisor offering fee-only investment portfolio management services, for...