Job Description

As Junior Client Service Associate you will work out of the firm\'s New York,NY office under a hybrid model. You will facilitate records storage and retention for the Broker Dealer between accounting system and custodian and be responsible for reviewing client profile information from multiple sources.

Candidate will manage all aspects of the administrative process necessary to maintain all customer accounts
Support on-boarding events
Perform client document review, validation & retention
Process Check Deposits for all branches including client and bank reconciliation
Provide training expertise on all operational aspects of new account opening, maintenance
Ability to communicate effectively with the client advisory and custodians alike regarding administrative issues surrounding account activity

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual\'s status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

Foot in the door of a Global Capital Management Firm|Join a team that believes their people are family

• Individual should be equally proficient working in a team environment or as an individual contributor.
• Bachelor\'s degree in Finance, Mathematics, Computer Science or related field.
• Experience: 1-5 years of experience in client service
• Familiarity with financial systems a plus. i.e. Bloomberg, Omgeo, CRM systems, On-line Portals, Performance Reporting is a plus

Our client is a global capital management firm with a strong presence in the US. You will be working out of our client\'s New York, New York office.

• Speedy interview process
• Professional development
• Competitive Compensation
• Generous benefits
• Work-Life balance

Michael Page