Work for a growing Fintech company on direct onboarding projects, based in NY, hybrid schedule, associate/AVP Fund Operations.
Client Services
in Financial Services PermanentJob Detail
Job Description
Overview:
Serve as the primary contact for institutional and high-net-worth clients, managing accounts and collaborating with internal teams to resolve issues.
Responsibilities:
- Client Management:
- Handle client onboarding for fund and custody relationships
- Must have alternative investments
- Address inquiries and provide timely information on accounts and transactions.
- Build strong relationships and coordinate client onboarding.
- Account Maintenance:
- Ensure account information is current and transactions are processed accurately.
- Prepare and distribute performance reports and market insights.
- Issue Resolution:
- Resolve inquiries regarding investment products and fees.
- Investigate discrepancies and escalate issues as needed.
- ShareAustin:
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