Client Services Analyst

Top-Tier Investment Management Firm is seeking an Investment Advisory Client Services Associate!

Responsibilities:

• Responsible for new account onboarding, distribution of statements and invoices, maintaining distribution lists, and communicating with clients


• Assist with weekly, monthly, quarterly client reporting and address any client feedback in a timely manner.


• Work with internal departments to research and resolve escalated shareholder inquiries.


• Periodically review forms and applications for accuracy and completeness.


• Maintain client portal database and onboard new client contacts.


• Address shareholder inquiries received via inbound phone line, email, and mail.

Qualifications:

• Bachelor's Degree.


• F...