Senior Associate - Client Management Support
Core
Support EMEA clients by managing onboarding, implementation, change requests, and ongoing operational queries to ensure excellent service experiences.
Role type
Senior Associate, Client Management Support
Builds
Client service processes, operational workflows, and data-driven insights for fund management clients
Domain
Financial Services / Asset Management
Deliverable
product features
Required skills
Client onboarding, process improvement, data analysis, stakeholder liaison, CRM management, financial administration
Preferred skills
Fund management knowledge, complex data set analysis, automation experience
Technologies
Salesforce, Excel, Teams, Outlook
Responsibilities
Enable client investments and fund setups, resolve client and Transfer Agent queries, manage client cash flows and orders, coordinate outbound client communications, maintain client data and records, support client projects and process improvements
Seniority
Mid-level, hands-on IC
