Vironix Health is one of the fastest growing AI-health technology companies across the globe, specializing in cutting-edge virtual care management (VCM) technologies that provide invaluable preventative care to patients with coronary, respiratory, and kidney diseases. Offers Remote Physiologic Monitoring (RPM) and Complex Chronic Care Management (CCCM) services Supports physician practices for enhanced patient care and significant new revenue generation Provides cellular-enabled devices, software, mobile apps, and monitoring staff to improve patient outcomes Aims to reduce healthcare costs and hospitalizations
Senior Client Services Associate
Location
EST (UTC-5)
Posted
23 hours ago
Salary
0
Seniority
Senior
No structured requirement data.
Job Description
Senior Client Services Associate
Simplex
Role Description This position is a 100% remote position ideally based in the Eastern Timezone. The Senior Client Service Associate will be responsible for providing operational and service support to our client base. A successful candidate will need to think creatively, work in a fast-paced environment, and effectively prioritize. This position provides the opportunity to work in a professional business environment, expanding one’s expertise in the field of investment management with a recognized national leader in the investment consulting industry. - Enhance the client experience by providing exceptional client service in various functions, including but not limited to new account opening, document completion, and resolving client inquiries. - Execute money movement transactions for clients, as well as transfers to/from separate account managers and hedge funds/private investment funds. - Proactively coordinate client service activities in conjunction with the advisory team. - Organize materials for client meetings, as well as ad hoc requests. - Actively participate in the firm’s compliance and efficiency efforts. - Answer incoming calls and potentially join in on meetings. - Perform other duties and tasks as requested. Qualifications - Experience in the Investment / Wealth Management industry. - Tamarac experience is a plus. - Exposure to e-money / planning software is a plus. - Strong attention to detail and organizational skills. - Ability to self-start and think creatively. - Strong communication, interpersonal, and problem-solving skills. - Desire for continuous improvement. - Strong proficiency in all Microsoft Office programs, specifically Excel, Word, and PowerPoint. - Experience with Outlook and CRM applications is a plus. - Professional demeanor and positive attitude. - Proven ability to work in a team-oriented environment. - Time-management skills. - Energetic, positive attitude with the ability to operate in a dynamic, fast-paced environment. - Discretion with confidential information. Company Description Our client is an independent Registered Investment Adviser that provides customized investment management solutions and comprehensive wealth management plans for institutional investors, individuals, and family offices. They are consistently recognized in the industry for sophisticated wealth management, research capabilities, and the delivery of an exceptional client experience.
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