Danish Client Service Associate
On-site
Core
Manage daily administrative and operational tasks for private money management, liaising with sales representatives, investment counsellors, and top banks.
Role type
Client Service Associate
Builds
Operational reports and client service support for existing and prospective clients
Domain
Finance / Private Wealth Management
Deliverable
dashboards & analysis
Required skills
Client service, relationship management, report production, administrative operations, stakeholder liaison
Preferred skills
Finance/Economics/Business background
Technologies
None stated
Responsibilities
Partner with custodian banks on administrative tasks, assist Investment Counsellors with client inquiries, produce reports on prospective clients, act as a direct contact for clients
Seniority
Entry-level