Client Services Support Associate

New York, New York • $80,000-$120,000

About the Company:

Our client is a global asset management firm is seeking an Associate to join their Client Services team. This role will provide support for client operational requests in their NY office.

 

Responsibilities:

  • Support the CSS team in all operational client requests for the middle and back offices
  • Enhance, monitor, and maintain all tools used to track client inquiries
  • Maintain internal and external daily dashboards and reports for consistent communication and transparency with relevant stakeholders and clients
  • Support the central Account Master data repository as needed
  • Help design, document, and implement appropriate policies and procedures
  • Provide assistance on various ad-hoc and special projects as directed by management

 

Requirements:

  • Undergraduate degree
  • 3-5 years of work experience in investment management or financial services environment
  • High to advanced proficiency in all Microsoft products
  • Experience with projects related to enterprise data management
  • Strong problem-solving and analytical skills

 

 

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