Operations Associate - Parametric
Core
Support the maintenance of existing client accounts and relationships within the firm by liaising with internal teams and responding to client requests.
Role type
Operations Associate (Client Relations)
Builds
Client service and account maintenance for investment management clients
Domain
Wealth Management / Asset Management
Deliverable
client delivery
Required skills
Relationship-building, internal system proficiency, coordination, risk mitigation, portfolio analysis support, cross-training
Preferred skills
Experience with RIAs, Family Offices, UMAs, tax-efficient products, equities, and fixed income
Responsibilities
Support maintenance of existing client accounts, assist with team projects, respond to client requests regarding asset values and performance, coordinate responses by liaising with internal teams, support account terminations, establish relationships with distribution and internal teams, gain proficiency in channel guides and policies, support provision of portfolio analyses
Seniority
Mid-level, 4+ years experience