Client Service Associate
$55,000–$75,000 year
On-siteLos Angeles, California, United States
Job Summary
Review transfer requests, process and approve ACH forms, security letters, standing fee forms, and state levies, and gather supporting documentation for large payout requests. Serve as a liaison between clients and service departments to ensure requests, projects, and inquiries are handled accurately and in a timely manner. Provide technical and operational support on the FIS Phase 3 system and CDM payout interface, guiding new clients through account setup, money movement, and regulatory forms. Manage multiple high-priority tasks efficiently while meeting tight deadlines in a fast-paced environment. Maintain a deep working knowledge of BETA and FIS systems to understand cross-departmental workflow and review documentation to ensure strict compliance with established rules and guidelines.
Required Qualifications
- Associate's Degree
- Minimum of 3 years of professional experience
- deep working knowledge of BETA and FIS systems
- Demonstrated proficiency in Microsoft Excel
- Ability to explain account activity, margin requirements, and account charges clearly and professionally to stakeholders
- Manage multiple high-priority tasks efficiently while meeting tight deadlines in a fast-paced environment
- Apply critical thinking and organizational skills to resolve operational issues under pressure
- Strong written and verbal communication across all levels of the organization
- Maintain a deep working knowledge of BETA and FIS systems to understand cross-departmental workflow
Desired Qualifications
- Bachelor's Degree
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