Institutional Client Specialist, Associate/AVP - New York / Purchase
Core
Execute end-to-end client service processes for institutional and family office clients, focusing on onboarding, investment execution, asset aggregation, and reporting.
Role type
Associate/AVP Institutional Client Specialist
Builds
Client service execution processes and account setups for institutional clients
Domain
Wealth Management / Institutional Services
Deliverable
client delivery
Required skills
Series 7, 63, 65 licenses, alternative investments knowledge, contract creation, third-party custodian management, compliance adherence
Preferred skills
Bachelor's degree, 3+ years industry experience, alternative investments experience
Technologies
Microsoft Office (Excel, Word, Outlook, PowerPoint)
Responsibilities
Onboard new institutional clients by collecting and validating documentation; process alternative investment documentation; maintain client records and resolve inquiries; coordinate with fund managers and custodians; participate in client strategy discussions.
Seniority
Associate/AVP, hands-on IC