Client Service Associate - Phaxis LLC
New York, NY 10004
About the Job
Well Established RIA is seeking a strong client service associate to support 2-3 advisors.
- Execute service requests including ACH transfers, wire transfers, check disbursements, and journal entries efficiently and accurately.
- Facilitate the opening of new accounts by preparing and submitting all required documentation in a timely manner.
- Distribute essential forms, such as margin agreements and IRA documents, via DocuSign for secure client signatures.
- Monitor and process Required Minimum Distributions (RMDs) for IRA accounts to ensure compliance and client satisfaction.
- Manage account transfers using the ACAT system and handle IRA contributions and distributions with precision.
- Serve as a liaison between clients and online support teams to resolve account-related or access issues promptly.
- NETX360 is a must
Source : Phaxis LLC