ACCOUNTING & FINANCE PLACEMENTS PHONE: 212-856-9888 FAX: 212-856-0826 info@marcusjobs.com

ACCOUNTING & FINANCE PLACEMENTS PHONE: 212-856-9888
FAX: 212-856-0826
info@marcusjobs.com

16
JAN
2018

Client Relations Associate

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Our Client, a prominent NYC based investment advisor firm, managing investment portfolios for individuals, families, trusts, and endowments, is seeking an associate to provide high-level support to the firm’s clients. This client facing role will facilitate relations between the portfolio managers, business partners, and the key clients.

Responsibilities:

  • Provide excellent service for clients, by taking calls and acting as a liaison between them and portfolio managers.
  • Conduct the account opening process and assist in quarterly client reporting.
  • Work with portfolio custodians and business partners to manager client accounts.
  • Further build relationships between firm and clients.
  • Maintain the portfolios and accounts by adhering to all regulatory requirements.

Qualifications:

  • Bachelor’s degree in Finance, Accounting or related field
  • 2-5 years of experience preferable in a client-facing role.
  • Basic understanding of investing and investment services.
  • Excellent written and verbal communication skills (particularly with high net worth individuals)
  • Technologically proficient (MS Office suite)
  • Ability to build relationships with clients and internal partners (portfolio managers).
  • Ability to balance priorities on a daily basis to achieve business objectives.