Client Services Analyst in Charlotte, North Carolina
Posted 04/13/22

THE TEAM YOU WILL BE JOINING:

  • Fortune 100 Financial Services Company
  • 100-year history of dedication to customer satisfaction, success, and growth
  • Tremendous growth and new business strategy leading to the need for new talent
  • Significant investments in cutting-edge technology

WHAT THEY OFFER YOU:

  • Culture: Excellent work environment that fosters collaboration
  • Growth: Ability to make an impact on the direction of the organization
  • Opportunity: Gain hands-on experience working with cutting-edge technology
  • Stability: Recent financial performance of the company has reported record profits

WHERE THIS POSITION IS LOCATED:

  • Charlotte, NC 

WHY THIS ROLE IS IMPORTANT:

  • Support client service SME during onboarding of new investors including interfacing with off-shore teams, pulling data required for internal systems from subscription documents
  • Provide day-to-day team support collaborating with accounting and third party fund administrators to assist with the execution of investor production activity, reporting obligations for 3rd party private funds while tracking until completion
  • Serve as key client service support between various external and internal stakeholders along with the Client Information Delivery Team to assist with the production and delivery of contractual and custom investor reporting
  • Responding to client inquiries in a high volume environment by responding to scheduled deliverables and ad-hoc requests promptly while ensuring client expectations are met
  • Serve as day-to-day operational support for other associates on the team focusing on resolution of complex problems and transactions, gaining experience is to interpret against policies, guidelines or processes
  • Serves as a key member in team projects as needed while contributing to overall project objectives.
  • Help with preparing a large volume of custom quarterly reports to clients, consultants and service providers.

THE BACKGROUND THAT FITS

  • 2+ years of experience in the Asset Management Industry
  • 2+ years of Client Service experience
  • Bachelor’s Degree preferred
  • Proficient in Microsoft Office Suite
  • Experience using CRM such as Salesforce
  • Attention to detail, strong organizational skills, and ability to prioritize tasks
  • Excellent oral and written skills, as well as strong relationship management skills
  • Self-directed, self-starter, and motivated with the ability to work with minimal supervision

 

  • Employee Type: Contract
  • Location: Charlotte, North Carolina
  • Category: Corporate Support
  • Date Posted: 04/13/22
Apply Today!
Apply Today!

Apply Today!

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