Lead Client Servicing Associate
Core
Deliver operational support and resolve client inquiries regarding investment accounting, asset classes, and financial markets.
Role type
Senior IC client servicing associate (investment accounting)
Builds
Financial Statements & Analytics Reporting, account setups, compliance validations, and reconciliation of investment transactions
Domain
Finance / Investment Accounting
Deliverable
client delivery
Required skills
Investment accounting, Financial statements, Fixed income, Equity investments, Reconciliation, Microsoft Office, Problem-solving
Preferred skills
Alternative security types, Training junior staff
Responsibilities
Manage client inquiries on investment accounting and asset classes; Deliver timely Financial Statements & Analytics Reporting; Complete operational tasks like account setup and reconciliation; Collaborate with clients to build relationships; Validate investment data against third-party sources; Manage workflow based on productivity metrics; Assist in training and coaching junior staff
Seniority
Mid-level, hands-on IC with mentorship