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Investor Relations & Client Services Specialist

Addition Management

Addition Management in New York seeks a Client Services Specialist to support investor transfers, wire updates, and routine inquiries. You’ll manage CRM records in Dynamo, coordinate with Legal, Compliance, Marketing and Investments, and prepare investor presentations, roadshows, and internal reports in PowerPoint and Excel. The ideal candidate has a bachelor’s degree in Finance or related field and 3+ years in investor relations or financial operations, with strong MS Office skills and #J-18808-Ljbffr Addition Management

Vacancy posted 4 days ago
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