Institutional Client Specialist, Associate/AVP - New York / Purchase
Core
Deliver end-to-end client service execution for institutional and family office clients, including onboarding, investment processing, asset aggregation, and reporting.
Role type
Associate/AVP Institutional Client Specialist
Builds
Client service execution processes and client experience
Domain
Financial Services / Institutional Wealth Management
Deliverable
client delivery
Required skills
Client onboarding and maintenance, Investment execution, Asset aggregation, Reporting and billing, Third-party custodian management, Alternative investment documentation processing, Compliance adherence, Stakeholder management, Contract creation and execution, Data validation
Preferred skills
Alternative investments experience, Series 63/65 licenses, Bachelor's degree, 3+ years industry experience
Technologies
Microsoft Office (Excel, Word, Outlook, PowerPoint)
Responsibilities
Maintain institutional client relationships by delivering timely, high-quality service and resolving inquiries; Onboard new institutional clients by collecting, organizing, and validating required information and documentation; Process alternative investment documentation (e.g., subscriptions, capital calls) and coordinate with fund managers and custodians; Build working knowledge of key third-party custodians to support onboarding and service requests; Participate in client strategy discussions and contribute to continuous improvement of service execution.
Seniority
Associate/AVP, hands-on IC