Events  Classes  Jobs 
    Sign in  

The Investor Relations team within Client Solutions is seeking an Analyst or Associate level candidate to help service the companys rapidly growing investor base. This is a great opportunity for someone with the desire to assist clients to work in a fast-paced, team-oriented & entrepreneurial environment, while gaining exposure to technology.


  • Assist financial advisors & high net worth investors with the onboarding process, including website registration & the submission of investor subscription & AML documents
  • Support high profile fund managers in their fundraising efforts by assisting their clients through the subscription process & managing fund closings, with a strong dedication to successful client outcomes
  • Provide on-going support to clients, answering a wide variety of questions timely & accurately, with the goal of ensuring overall client satisfaction
  • Collaborate with technology team to optimize the user experience through enhancements to the companys proprietary technology platform

Candidate Profile

  • Bachelors Degree with 1+ years of Financial Services experiencein a Client Service or Investor Relations role
  • Series 7 license is preferred
  • Familiarity with Alternative Investments is preferred
  • Comfort with or interest in technology is helpful
  • Excellent organizational skills & attention to detail
  • Strong interpersonal & communication (both verbal & written) skills
  • Ability to meet deadlines & work effectively under pressure
  • Proven ability to multi-task & work both independently & as a team player
  • Proficient computer skills, especially Microsoft Office applications & Excel


Apply To Job
© 2020 GarysGuide      Terms