Portfolio Associate (Start ASAP)

Support Portfolio Relationship Managers by managing institutional accounts’ administrative tasks for efficient client service delivery.

Your Role

Here’s what you will be doing:

• Assist PRMs in daily administration of institutional account transactions.
• Receive client check contributions and submit for processing.
• Monitor and follow up with BS&O and Investment Support Unit on transactions or instructions.
• Ensure PRMs’ instructions and client transactions are routed to concerned units for execution.
• Manage delivery and pick-up of clients’ documents.
• Monitor timely portfolio reporting to clients.
• Coordinate with other units on administrative, clerical, referral matters, and client complaints or queries.
• Respond timely and properly to clients’ requests for information and account-related services.
• Prepare transmittals and cover letters to clients.
• Maintain ...