Institutional Client Services & Onboarding Specialist

Guggenheim Investments; New York (NY); On-site; USD 110,000 - 125,000; Full time

Job summary

Guggenheim Investments is seeking a Client Service Specialist for their New York City office. This role involves working closely with the Senior Client Service Executive and various internal teams to manage institutional client relationships. Candidates should have a Bachelor’s degree in Business or Finance and 3–6 years of relevant experience, with strong communication and organizational skills. The position offers a comprehensive salary range of $110,000 to $125,000 annually.

Qualifications

• 3–6 years of experience in client service, operations, or relationship support within financial services.
• Demonstrated experience coordinating cross-functional workflows.
• Proficient in CRM tools and Microsoft Office Suite.

Responsibilities

• Align with the Senior Client Service Executive on daily activities and account management.
• Communicate operational information for client accounts timely.
• Assist the Senior Client Service Executive as a secondary point of contact.

Skills

Client relationship management

Strong communication skills

Organizational skills

Attention to detail

Understanding of front-office and middle-office workflows

Education

Bachelor's degree in Business, Finance, or related field

Tools

Salesforce

Excel

PowerPoint

Job description

Guggenheim Investments is seeking a Client Service Specialist for their New York City office. This role involves working closely with the Senior Client Service Executive and various internal teams to manage institutional client relationships. Candidates should have a Bachelor’s degree in Business or Finance and 3–6 years of relevant experience, with strong communication and organizational skills. The position offers a comprehensive salary range of $110,000 to $125,000 annually.