Client Onboarding & Service Manager - Asset Management

VC Stack; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

VC Stack is seeking a Client Service Associate in New York to partner with teams across the Global Client Group. The role involves servicing clients, focusing on onboarding new accounts, delivering client reports, and collaborating with business partners.

The ideal candidate will have a background in banking or asset management and experience working directly with clients. A university degree is preferred for this position.

Qualifications

• Experience in banking or asset management is vital.
• Must have client-facing experience with advisors and clients.
• Extensive experience onboarding investment accounts is necessary without a finance background.

Responsibilities

• Coordinate client transitions, onboarding and offboarding.
• Manage account maintenance activities effectively.
• Anticipate client needs and develop strategies.
• Support preparation of client reports and presentations.

Skills

Banking expertise

Client-facing experience

Investment onboarding

Education

University Degree (Preferred)

Job description

VC Stack is seeking a Client Service Associate in New York to partner with teams across the Global Client Group. The role involves servicing clients, focusing on onboarding new accounts, delivering client reports, and collaborating with business partners.

The ideal candidate will have a background in banking or asset management and experience working directly with clients. A university degree is preferred for this position.