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Responding to client inquiries accurately and efficiently Completing client reporting on a monthly, quarterly, annually, and ad hoc basis Preparing presentations for client and consultant meetings Processing client trades and cash flow activity Maintaining detailed working knowledge of client Investment Policy Statements and Investment Management Agreements Maintaining accurate client records in Satuit (CRM) Implementing the Client Account Opening Process for new client accounts Post secondary education with a university degree or college.
About the Role
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:
Qualifications:
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