Client Services Associate
New York, New York • $80,000-$100,000
About the Company:
Our client is a financial services and global investment firm with over $280 billion in AUM. They are hiring a Client Services Associate to help with coordinating all client operational requests and onboarding and offboarding of accounts.
Responsibilities:
- Responsible for assigned operational client requests
- Manage client expectations and timing of downstream inputs, with ultimate responsibility for the final product
- Own the various transitions, legal documentation updates, and other changes required by the client
- Coordinate across various teams during the client’s audit period, ensuring a successful audit
- Coordinate and process asset and cash movements for clients
- Coordinate the operational setup of internally structured deals
- Assist with various ad-hoc and special projects as directed by management
Requirements:
- Bachelor’s degree required
- 2-3 years of experience in client reporting
- Experience working with investment management marketing and distribution teams
- Ability to analyze and manage large sets of data
Salary Range:
$80,000-$100,000
#LI-BM1