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Client Service Associate
TriBeCa
Entry Level · Full time
Posted 7 months ago
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Standard Custody & Trust Company ("Standard Custody") is looking for a Client Service Associate. This is a hands-on role for someone who is passionate about servicing, retaining, and growing client relationships at a fast-growing organization. This position can function remotely and will cover clients located throughout Europe, the Middle East, and North America.

Standard Custody is an institutional-grade custody and settlement platform for digital assets. Standard was founded and designed by leading technologists and innovators from pioneering cryptocurrency and distributed ledger technology companies blended with traditional capital markets expertise and is a subsidiary of PolySign, Inc. Standard's platform offers novel blockchain technology that provides end-to-end encryption and distributed trust protocols for securing secret keys. Standard's integrated escrow trading platform enables investors to buy and sell digital assets directly from custody, eliminating the risk of external transfers and inefficient transactions between different providers. Standard embodies high standards for regulatory and compliance excellence, empowering financial institutions to leverage their digital asset positions with confidence in best-in-class security protocols.

The Client Service Associate (CSA) is an integral member of the client service team. The role will report to a CSA Director while working closely with Lead Advisors and Associate Advisors. The ideal candidate will be hard-working, curious, analytical, self-motivated, and able to wear many hats to contribute directly to the firm's overall efforts and success. To be successful, a CSA must have a strong focus on understanding the needs of our clients and be interested in building long-term relationships.

What You'll Do

  • support financial advisors in providing an excellent client service experience
  • serve as a liaison between our third-party vendors, development teams, and clients
  • assist in client meeting preparation and follow-up
  • communicate effectively with clients via phone, email, and in-person
  • prepare and process onboarding custodian paperwork (account applications, transfer of account forms, money movement requests, etc.)
  • assist with other tasks to ensure that we are meeting the needs of our clients
  • maintain a mindset of continual learning to keep current with custodian processes, compliance updates, fraud and cybersecurity threats, and financial markets

Who You Are

  • have a passion for providing top-notch service, with the ability to effectively interact and empathize with clients.
  • high attention to detail and accuracy.
  • understand the importance of client satisfaction.
  • possess excellent active listening and communication skills.
  • an understanding of general investment and financial planning concepts.
  • aptitude for learning new technology.
  • be accountable, motivated, upbeat, and a positive team member.

Additional Attributes

  • always act in the best interest of our clients
  • treat others with kindness, care, and dignity
  • be honest and act with integrity. Always
  • be a thoughtful contributor to the team
  • be independently minded and motivated
  • be entrepreneurial and demonstrate a strong work ethic

Essential Qualifications

  • bachelor's degree
  • 1+ years of related experience in the financial service space
  • proficient with Microsoft Office, CRM, and Portfolio Reporting software
PolySign
PolySign develops secure and scalable infrastructure for financial institutions to fully leverage their digital assets.
Size:  11-50 employees
Year Founded:  2018
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