Client Associate, Fund Management
Core
Serve as the primary point of contact for fund management clients, providing operational support for fund administration and transfer agency activities.
Role type
Client Associate (Fund Management)
Builds
Operational support and service delivery for institutional asset management clients
Domain
Financial Services / Fund Administration / Transfer Agency
Deliverable
client delivery
Required skills
Fund administration, transfer agency operations, client relationship management, regulatory compliance, process improvement, data analysis, reporting
Preferred skills
Asset management client experience, fund accounting systems, service improvement initiatives, AML/KYC processes
Technologies
Fund accounting systems, client servicing technologies, Microsoft Office