The Investor Relations team within Client Solutions is seeking an Analyst or Associate to help service the company’s 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 and entrepreneurial environment, while gaining exposure to technology.
Assist financial advisors and high net worth investors with the onboarding process, including website registration and the submission of investor subscription and AML documents.
Support high profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
Provide on-going support to clients, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction.
Collaborate with technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.
Series 7 license is preferred
Bachelor’s 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 and attention to detail
Strong interpersonal and communication (both verbal and written) skills
Ability to meet deadlines and work effectively under pressure
Proven ability to multi-task and work both independently and as a team player
Proficient computer skills, especially Microsoft Office applications and Excel