Very respected investment advisor group is seeking a Client Service Administrator to work with the administrative team and portfolio managers to support client relationships. This is a great way to start a career in investment management! This role is more than a typical admin where you will learn about custody and portfolio management systems to open and track accounts; work with portfolio managers working with their clients, assembling meeting materials and keeping client records up to date. Must be competent in Word and Excel; be comfortable in learning new systems (custody platforms and portfolio management systems); have basic investment management knowledge and the passion to learn more about it. They offer great benefits including a matching 401(k)! Recent grads with some experience would be a great fit. Submit your resume now.
Job Code: 16092
Please note that quoted salary ranges are not guarantees of what the final salary offers might be. Our clients base their offers on a range of variables including years of work and industry specific experience, salary history, education level, etc.