Client Service Associate at CDL Human Resource

CDL

  • Kenya
  • Permanent
  • Full-time
  • 27 days ago
CDL was founded in early 2003 by its current Managing Director Lucy Mmari.Within her 14 year tenure in a well established logistics company, She honed her skill in human resources management and thereafter started CDL.Client Service Associate
  • In this position, you will serve as a backup with the potential to expand your support to additional advisors. While this is a non-client-facing and non-licensed role, it is vital to backend operations including service execution, document handling, data accuracy, and CRM upkeep across multiple custodians and platforms.
  • This role is ideal for someone who is tech-savvy, highly organized and comfortable navigating financial systems-even without a deep background in finance.
Key Responsibilities
  • Client & Advisor Support
  • Support new account applications (primarily with Schwab; expanding to up to 10 custodians)
  • Manage and maintain client data across internal platforms
  • Prepare and monitor compliance documents via DocuSign; ensure proper saving into ShareFile
  • Maintain accurate client records (e.g., risk tolerance, objectives, balances)
  • Pre-fill forms, update profiles, and record internal activity in a clerical capacity
  • Provide backend processing support for the advisor's administrative workflow
  • Execute account-related tasks such as money movements at the advisor's direction
  • Perform data entry into Orion for financial reporting and account metrics
  • Maintain CRM records using Redtail (note-taking, task tracking, workflow updates)
  • Administrative Operations
  • Manage calendars, schedule meetings, send Zoom invites, and maintain digital agendas
  • Handle email correspondence regarding service requests and documentation
  • Support document intake and organization using ShareFile
  • Assist with general office and virtual administrative tasks as needed
Additional Responsibilities
  • Answer general, non-investment related questions about client accounts (e.g., balances, funds due) as needed
  • Remain up to date on firm policies, tools, and platform changes
  • Participate in firm initiatives such as training, internal projects, and team-wide service goals
  • Record and escalate client inquiries appropriately under the advisor's direction
  • Support business development activities through accurate service follow-ups and documentation
Preferred Skills & Technology Experience
  • Must-Have Technical Proficiency
  • ShareFile: Secure document storage and file management
  • Outlook: Email and calendar coordination
  • DocuSign: Electronic document processing
  • Excel (Basic): Use of templates, basic sorting and filtering
  • Preferred Tools
  • Redtail CRM: Advisor-client relationship tracking
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