Operations - Analyst, Senior Analyst, Associate Client Service - Parametric
Core
Support the maintenance of existing client accounts and relationships by coordinating responses to client requests, liaising with internal teams, and providing portfolio analyses.
Role type
Senior Analyst, Client Service
Builds
Client service operations and account maintenance
Domain
Wealth Management / Asset Management
Deliverable
client delivery
Required skills
Relationship-building, Financial services knowledge (RIAs, Family Office, UMAs), Investment products understanding (equities, fixed income), Internal system proficiency, Communication (written/oral), Resourcefulness, Organization, Time management
Preferred skills
Experience with tax-efficient products, Indexes, MS Office proficiency
Responsibilities
Support the maintenance of existing client accounts, Assist with team projects and initiatives, Establish familiarity with internal systems to respond to client requests, Support the coordination of responses to client requests by liaising with internal teams, Support the termination of client accounts as requested, Support the provision/refreshing of portfolio analyses with existing clients