Company provides investment management and advisory services to institutional clients, financial intermediaries, private clients and investment vehicles around the world. Invest in a wide selection of equity, fixed income and alternative investments with the goal of producing superior risk-adjusted investment returns and providing investment solutions customized for our clients.
The Account Services Group is seeking a Client Account Services Associate to support the Institutional side of the business. This individual will be responsible for the facilitation and maintenance of the new account opening process for offices globally. The person will be required to coordinate all client related account openings and requests across various business units such as Accounting, Billing, Trading, Portfolio Management and Legal/Compliance.
The select individual will be expected to interface with all levels of management globally as well as external counterparties. The client associate will be expected to work under tight deadlines and have excellent organizational and time management skills. He/she must have excellent oral and written communication skills and be able to work both independently and as an effective team member.
Bachelor’s degree or equivalent; major in Finance or Business a plus, but not required
3-5 years of related experience
Prior Asset Management/Operations custodial and/or broker-dealer experience is preferred
Knowledge of global market onboarding is preferred
Proficiency in MS office is required and MS Access is preferred