Client Service Specialist
Mission Staffing
A ~$20bn+ AUM Investment Manager is looking to add to their team in New York! Primary Responsibilities Review offering-related material from investors and assist with completion of required forms Liaise with the Advisory team on investor suitability Assist counsel with review of entity formation documents to determine eligibility Review and track required compliance documents Work with the finance team and administrators to ensure transactions are processed efficiently for the investor Engage closely with IT team on development of investor-facing applications Send statements/custom letters/reports to investors and third parties upon request Desired Background Active SIE, Series 66 and/or Series 7 licenses required 2+ years of relevant work experience in client service, financial operations, or a similar client-facing role High service-orientation with a client-first approach #J-18808-Ljbffr
Vacancy posted 4 days ago
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