Shape client interactions in an Administrative Associate role within Investment Management, where you will coordinate client services and support advisory activities. Be integral in enhancing client satisfaction.
This position seeks candidates with 3-5 years of experience to manage inquiries, maintain client accounts, and execute trades. You will leverage your advanced knowledge of investment processes and compliance to promote trust and reliability among clients. Your organizational skills will ensure accurate documentation and timely follow-ups.
Key Responsibilities:
• Prepare for client meetings and follow up on inquiries
• Coordinate client events and marketing initiatives
• Handle account maintenance and new client setup
• Process trades and manage client information confidentiality
• Mentor junior team members and support their development
Requirements:
• 3-5 years of relevant industry experience
• Certification as an Investment Representative
• K...