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Fund Client Relations & Onboarding Specialist

$80k - $150k

CFA Institute

CFA Institute is seeking a Fund Relationship Analyst to provide exceptional client service within the Funds Group. You will facilitate communication, manage client reporting, and coordinate fund-related queries. The ideal candidate has at least 2 years of experience in client service within the investment management industry. This role emphasizes strong relationship-building skills, project management capabilities, and effective communication. A college degree is required, with preferences for Python or SQL knowledge. The position offers a salary range of $80,000 – $150,000. #J-18808-Ljbffr CFA Institute

Vacancy posted 2 days ago
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