Provide operational support to the Real Asset Investment team in monitoring of cash flow and cash balances, entry of cash flow and asset data into systems for report generation, validation of relevant data, and review of outputs from reporting systems.
Investor Services
in Financial Services PermanentJob Detail
Job Description
Responsibilities/Job Duties:
- Serve as the primary contact for individual clients, brokers, and sponsors
- Communicate with internal teams, fund managers, investors, and auditors
- Guide clients through the investment process and ensure consistency with IRS rules and regulations
- Answer client inquiries across all channels regarding products, services, and fees in a timely and accurate manner
- Understand new accounts, distribution, and investment processes and articulate the subject matter to all client bases
- Maintain ongoing knowledge and understanding of industry regulations
- Schedule and facilitate all client meetings and follow-ups
- Manage and respond to incoming and outgoing communications, including phone, faxes, and email
- Assist in onboarding new clients when necessary and train new team members
- Suggest process improvements when you see fit
Qualifications:
- Bachelor’s degree in Finance, Business Administration, Accounting, or related field required
- 3-5 years of experience in the financial services industry
- Excellent verbal and written communication skills
- Ability to create and maintain strong professional relationships
- Ability to explain complex information clearly and simply
- Proficiency in Microsoft Office and Salesforce
- Ability to proactively analyze information and make quick decisions
Required skills
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