A leading Trillion-dollar asset manager is seeking a Client Relationship Manager to join the team.
This role can be worked in Boston, MA or San Francisco, CA.
- Act as a resource to important clients
- Collaborate with sales team to facilitate the sales process and relationship management
- Onboard and educate new investors
- Provide analytical support for various teams and tasks
- At least 4 years' experience
- Bachelor's degree
- CFA designation or preference towards those who wish to pursue it
- Exceptional analytical skills, including knowledge in software like Excel, Morningstar, FactSet, Bloomberg