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The Investor Relations team within Client Solutions is seeking an Analyst or Associate 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.

Responsibilities

  • 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

  • Series 7 license is preferred
  • Bachelors Degree with 1+ years of experience in financial services, preferably in a client service or investor relations role with exposure to alternative investments
  • 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
  • Comfort with or interest in technology helpful
 
 
 
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