Overview In this role you support institutional client relationships and ensure high-caliber service in a dynamic financial services setting. You collaborate with cross-functional teams to handle onboarding, reporting, and inquiries, driving accurate operations and compliance. You'll maintain client data, prepare materials, and seek process improvements to boost efficiency and satisfaction. This position offers a chance to deepen expertise in onboarding, reporting, and regulatory guidelines within a hybrid work setup.
Responsibilities- Collaborate with senior executives to align activities with client service goals
- Respond to complex client inquiries and escalate as needed for timely resolution
- Coordinate onboarding and offboarding processes with meticulous management
- Prepare and review client materials, presentations, and documentation with precision
- Monitor client inquiries and maintain clear communication to ensure satisfaction
- Work with internal teams to address client needs and support portfolio inquiries
- Develop understanding of firm strategies and products to enhance service capabilities
- Maintain detailed Salesforce records including meeting notes and client preferences
- Identify operational issues proactively and drive resolution to ensure seamless service delivery
Key requirements- Bachelor's degree in Business, Finance, or related field
- 3-6 years of experience in client service, operations, or relationship management in financial services
- Proven ability to coordinate cross-functional workflows and manage institutional client relationships
- Proficiency in Salesforce, Excel, Word, PowerPoint, and Outlook
- Working knowledge of Fixed Income products and front-office/middle-office workflows preferred
- FINRA Series 7 or 63 and familiarity with alternative investments (preferred)
- Strong organizational skills, attention to detail, and excellent communication
- Ability to thrive in a hybrid work environment
- strong communication
- attention to detail
- excellent organizational skills
- Salesforce
- Excel
- Word
