Client Service Associate in Investment Management

Elevate your finance career with a role in client service at a global institutional distribution firm. This Associate position focuses on client relationships, investment policy review, and compliance.
We are seeking a motivated individual to join our Institutional Management team. In this client service role, you will support Institutional Client Services, enhance client experiences, and ensure compliance with regulations. You will help prepare essential client documents and support the Portfolio Management team’s objectives while championing a strong customer-focused culture.
Key Responsibilities:
• Champion a customer focused culture enhancing client relationships
• Prepare and coordinate account opening and client profiles
• Verify Portfolio transactions and analyze investment performance
• Support compliance reporting and documentation
• Prepare client presentations and customized reports
Requirements:
• Bachelor’s degree in Business or Finance preferred...