Institutional Client Specialist, Associate/AVP - Utah
Core
Deliver end-to-end client service execution for institutional and family office clients, including onboarding, investment processing, and reporting.
Role type
Associate/AVP Institutional Client Specialist
Builds
Client service execution processes and client experience
Domain
Wealth Management / Institutional Services
Deliverable
client delivery
Required skills
Series 7, 63, 65 (or 7 and 66) licenses, client onboarding, investment execution, asset aggregation, reporting, billing, alternative investment documentation, stakeholder management, compliance knowledge
Preferred skills
Alternative investments experience, Bachelor's degree, 3+ years relevant industry experience
Technologies
Microsoft Office (Excel, Word, Outlook, PowerPoint)
Responsibilities
Maintain institutional client relationships and resolve inquiries; onboard new clients by collecting and validating documentation; process alternative investment documentation; partner with Investment Officers and Financial Advisors; collaborate across teams to resolve client issues.
Seniority
Associate/AVP, hands-on IC