Investment Client Operations Specialist

Landing Point

Town of Boston (NY)

Presencial

USD 65.000 - 80.000

Jornada completa

14 días+

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Descripción de la vacante

Landing Point is seeking a Client Service Associate in the United States to support client investment strategies and portfolio operations. You will assist Client Operations Managers and Investment Teams, draft client communications, and maintain accurate CRM records.

Strong Excel, Power BI, and familiarity with Addepar/DealCloud are valued for data-driven client service. The role emphasizes timely reconciliations, proactive client support, and collaboration with external stakeholders to ensure

Formación

Undergraduate degree in finance or related field preferred.
Demonstrated strong Excel skills.
Understanding of investment performance concepts and reporting.
Familiarity with Addepar and DealCloud is a plus.
Experience with Power BI and AI tools to support operations.

Responsabilidades

Support the Client Operations Managers and Investment Teams responsible for managing client relationships.
Provide support for senior members of the Client Service Team that engage directly with clients.
Draft client correspondence for review and send out (e.g., client requests, capital calls, statements).
Monitor client cash and securities accounts by managing relationships with external stakeholders.
Ensure client reconciliations are performed on a timely basis and elevate any issues to the Client Manager.
Ensure client actions, transactions, and requests are completed in a timely manner.
Review client performance reporting and ensure all data is accurate.
Maintain the Client Relationship Management (CRM) system and update documentation records.
Ensure complete and accurate records on all client activity and client data in the internal CRM.
Prioritize and complete assigned tasks accurately and within deadlines.