Senior Client Service Associate
A leading investment management firm is seeking a Senior Client Service Associate to support client relationship management, investor communications, and day-to-day servicing efforts across institutional and wealth management clients. This individual will serve as a key point of contact for clients while partnering closely with Investor Relations, Sales, Operations, and Portfolio Management teams.
Key Responsibilities
- Serve as a primary contact for client inquiries, requests, and ongoing relationship support.
- Coordinate client communications, reporting, account maintenance, and investment updates.
- Support on-boarding activities, subscription documentation, and operational requests.
- Partner with internal teams to ensure a seamless client experience and timely resolution of issues.
- Maintain CRM records and assist with client meeting preparation, presentations, and follow-up activities.
- Contribute to client retention efforts by delivering high-touch service and relationship management.
Ideal Background
- 3-8+ years of experience in client service, investor relations, relationship management, private wealth, asset management, or financial services.
- Strong interpersonal and communication skills with a client-first mindset.
- Experience supporting institutional investors, financial advisors, RIAs, family offices, or high-net-worth clients preferred.
- Highly organized with strong attention to detail and the ability to manage multiple priorities.
- Familiarity with CRM systems, reporting platforms, and investment management operations is a plus.
This is an opportunity to join a well-established investment management platform and play a critical role in delivering an exceptional client experience while supporting long-term relationship growth and retention.
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