Institutional Client Service Specialist
Core
Primary contact for institutional separately managed account clients, managing operational execution, cash flow, and reporting while supporting investment relationships.
Role type
Institutional Client Service Specialist
Builds
Operational client experience and investment servicing for institutional separately managed accounts
Domain
Institutional Asset Management / Wealth Management
Deliverable
client delivery
Required skills
Institutional client relationship management, cash flow management, trade execution coordination, client reporting production, account data reconciliation, onboarding coordination
Preferred skills
Investment product knowledge, CRM proficiency, process improvement
Technologies
Salesforce, Microsoft Office
Responsibilities
Serve as primary contact for defined institutional clients; manage client cash flows including subscriptions and redemptions; oversee production and delivery of client reporting; coordinate onboarding and account setup; maintain and reconcile client account data; respond to client inquiries and operational issues
Seniority
Mid-level IC
