Client Service Ria

Overview

• Join a dynamic operations team focused on optimizing processes and mitigating risks in asset management.
• Provide exceptional client service and support, ensuring seamless onboarding and account management.
• Collaborate with cross-functional teams to enhance workflows and operational efficiency.
• Contribute to the development and implementation of innovative strategies and solutions.
• Work in a hybrid environment, combining remote flexibility with on-site collaboration.
• Engage with technology teams to improve systems and processes for client account management.
• Play a key role in driving strategic initiatives across the organization.

Key Responsibilities & Duties

• Develop in-depth knowledge of asset classes and AQR products to provide informed client support.
• Manage onboarding processes for new RIAs and accounts within Flex SMA strategies.
• Oversee daily contribution, withdrawal, and transfer processes for managed accounts.
• Coordinate with business development and legal teams to ensure document completion.
• Collaborate with portfolio implementation teams to facilitate portfolio optimization.
• Investigate and resolve operational inquiries spanning the firm's infrastructure.
• Work with engineering teams to enhance systems and improve workflows.
• Identify inefficiencies and create scalable workflows for operational alignment.
• Drive and track project initiatives to support organizational goals.

Job Requirements

• Bachelor’s degree in a relevant field, such as finance or business.
• Minimum of 3 years of experience in asset management, focusing on client services.
• Proficiency in Microsoft Office Suite, particularly Excel.
• Strong written and verbal communication skills for effective client interaction.
• Ability to manage competing priorities and work within tight deadlines.
• Experience in project management is preferred.
• Passion for client service and a proactive approach to problem-solving.
• Well-organized and capable of multitasking in a dynamic environment.