Institutional Client Services Lead

PowerToFly; Tempe (AZ); On-site; USD 70,000 - 115,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for career growth

Job summary

PowerToFly is seeking an Institutional Client Specialist in Tempe, Arizona. This role focuses on client service execution for institutional clients, enhancing the client experience through exceptional support and effective communication.

Candidates should possess a Bachelor’s degree and relevant industry experience, with required licenses including Series 7, 63, and 65. Strong organization and communication skills are essential for success in this position.

Expected base pay ranges from $70,000 to $115,000 per year, with a comprehensive benefits package.

Qualifications

• 3+ years of relevant industry experience preferred.
• Alternative investments experience preferred.

Responsibilities

• Maintain institutional client relationships through high-quality service.
• Onboard new institutional clients by collecting and validating documentation.
• Provide flexible, client-specific service solutions.

Skills

Strong ownership mindset

Highly organized

Strong written and verbal communication

Team player

Advanced Microsoft Office skills

Education

Bachelor’s degree

Active Series 7, 63, and 65 (or Series 7 and 66)

Job description

PowerToFly is seeking an Institutional Client Specialist in Tempe, Arizona. This role focuses on client service execution for institutional clients, enhancing the client experience through exceptional support and effective communication.

Candidates should possess a Bachelor’s degree and relevant industry experience, with required licenses including Series 7, 63, and 65. Strong organization and communication skills are essential for success in this position.

Expected base pay ranges from $70,000 to $115,000 per year, with a comprehensive benefits package.