💼 About This Role

You'll support Relationship Managers in servicing institutional clients, ensuring a best-in-class experience through meeting preparation, communication, and follow-up. You'll track client information and facilitate account activities while collaborating with internal teams. This role offers a path into institutional client service and a hybrid work environment.

🎯 What You'll Do

• Support Relationship Managers in servicing clients
• Track and maintain client information, facilitate account activities
• Communicate with internal and external parties
• Schedule, prepare materials for client meetings
• Write and distribute meeting notes

📋 Requirements

• Bachelor's degree or equivalent
• 1-3 years client service experience in investment management or financial services
• Ability to meet deadlines and manage multiple projects
• Excellent interpersonal, organizational, and communication skills

✨ Nice to Have

• Interest in institutional client service, sales, or consultant relations
• Strong business judgment
• Team player mentality

🎁 Benefits & Perks

• 🏖️ Hybrid work environment (3 days on-site)
• 💰 Discretionary incentive compensation
• 🏥 Health, retirement, and wellness benefits

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Submit application via website· 15 min
2. 2Phone screen with recruiter· 30 min
3. 3Interview with hiring manager· 60 min