Job Description
Job Description:
Our client, a downtown investment management firm is seeking an Associate, Client Service Manager to join their team to provide exceptional service to our Institutional, Sub-Advisory, and High-Net Worth clients. The Associate will work in a collaborative client service team reporting to the Manager, Client Services.
Responsibilities:
Responding to client inquiries accurately and efficientlyCompleting client reporting on a monthly, quarterly, annually, and ad hoc basisPreparing presentations for client and consultant meetingsProcessing client trades and cash flow activityMaintaining detailed working knowledge of client Investment Policy Statements and Investment Management AgreementsMaintaining accurate client records in Satuit (CRM)Implementing the Client Account Opening Process for new client accountsQualifications:
Post secondary education with a university degree or college.
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