Financial Client Services Coordinator

Step into a fast-paced role as a Financial Client Services Coordinator. Engage directly with family offices and institutional clients to enhance service and support.

In this role, your focus will be on fostering client relationships through effective communication and proactive service. Collaborating with various departments, you will assist in onboarding clients, manage documentation, and contribute to marketing strategies. Your analytical skills will also support performance assessments and client presentations.

Key Responsibilities:
• Onboard clients and support compliance documentation
• Manage and respond to RFP/DDQs collaboratively
• Assist in performance analysis for client accounts
• Develop marketing materials to strengthen brand
• Track and maintain CRM data for client insights

Requirements:
• Business degree or related field
• 0-2 years experience in Financial Services or Investment
• Stro...