Remote Client Service Associate

Insight Global Remote
remote client service team crm management operations salesforce operational financial client service remote financial services asset management
November 18, 2022
Insight Global
New York
With offices in NY and CA, this Asset Management company currently manages over $700M in assets. The company is a rapidly growing Registered Investment Advisor with a highly motivated team of investment professionals. We love what we do and are passionate about helping clients and their families achieve their long-term investment goals.


Our firm is undergoing a signification expansion, and we are seeking a highly motivated Client Service Associate ("CSA") to work with a group of experienced Sr.

Relationship Managers. This role will require direct, daily interaction, with
Sr. Client Relationship Managers, clients, and operations team. The individual in this role should be comfortable communicating with clients and working in a hybrid/remote team-based environment. The CSA may assist and work under the direct supervision of more than one Sr. Client Relationship Manager.

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  • Assisting clients with accessing the companys Client and other Client Portals
  • Data entry and maintenance of Salesforce records, as directed by the Sr. CRM
  • Entering operational requests into our CRM system (Salesforce), and collaborating with operations to fulfill operational requests
  • Following up with clients on stale operational requests and gathering additional information, as needed
  • Acting as a liaison between operations and the client
  • Assisting clients with accessing their account statements and 1099/tax forms
  • Proactive outreach to clients regarding required minimum distributions (RMDs)
  • Directing market and investment related client inquires to appropriate Sr. CRM
  • Escalating client complaints and potential client terminations to appropriate Sr. CRM
  • Assisting Sr. CRMs with Ad Hoc projects as needed
Experience *** Salesforce, Orion Advisors, or NetXInvestor (BNY Mellon Pershings client portal)


  • Experience in Financial Services Industry
  • Experience supporting multiple senior level team members
  • Client service-related experience, preferably in financial services (e.g., wealth management, investment management, financial planning)
  • A general understanding of the investment industry and a keen desire to learn about the industry and the companys investment philosophy
  • A passion for working with clients and building internal relationships
  • Bachelors Degree from An Accredited College or University (Business Admin, Finance, Accounting preferred)
  • Excellent Computer skills (MS Word, MS Excel, & MS PowerPoint)
  • Excellent written and verbal communication skills
  • Articulate, with polished/professional phone etiquette
  • Superior organization skills and an ability to prioritize multiple tasks while working across internal teams
  • Self-motivated and capable of working remotely as a part of a hybrid/remote team
  • Series 65 or willingness to obtain within 90 days of hire

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