Client Associate

Our client is a large SEC Registered Investment Advisor.They are seeking a Client Services Associate, they would like a candidate who is dynamic, detail oriented with the ability to multi-task in a fast paced environment.

This role is hybrid, and has excellent benefits and work life balance,

ResponsibilitiesSupporting portfolio managers you will Interact with internal/external parties regarding client pre-screening, fund subscriptions, due diligence, documentation, and compliance.Communicate with prospective, new, and existing clients.Address client inquiries, resolve discrepancies, and respond to other requests.Provide exceptional customer service at all times.Coordinate with internal groups such as Portfolio Management, Operations, Financial Advisory, Administration, and Accounting.

QualificationsDegree in Business or finance2+ years of experience in Client Services or similar rolesFluent in English and SpanishExcellent communication and interpersonal skillsStrong analytical and problem-solving skills with a high degree of accuracy and attention to detailProficiency in Microsoft Office including strong Excel skills