Senior Institutional Client Services Manager

FEG

Cincinnati (OH)

On-site

USD 85,000 - 110,000

Full time

11 days ago
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Benefits offered by this job

Competitive compensation
Bonus opportunities
Employer-paid life insurance
Short-Term Disability
Long-Term Disability
Medical, Dental, Vision plans
401(k) and ESOP
Flexible work options
Tuition reimbursement
Certification reimbursements
Wellness programs

Job summary

FEG Investment Advisors is seeking a Client Service Manager to ensure daily client operations are executed timely and accurately. You will coordinate with internal teams and external providers, acting as the primary contact for back-office support and onboarding institutional relationships.

The role requires strong financial operations expertise, a client-focused mindset, and the ability to resolve account-specific issues with minimal guidance.

Qualifications

  • Bachelor’s degree preferred with a business focus.
  • 8–10 years of work experience in the investment industry or related client-service field.
  • Strong organizational skills and ability to multi-task.

Responsibilities

  • Serve as the client’s primary point of contact for daily back-office support.
  • Coordinate activities with internal teams and external service providers.
  • Monitor completion of activities and ensure cohesive communications.

Skills

Organizational skills
Attention to detail
Multi-tasking
Investment terminology understanding
Advanced MS Office skills

Education

Bachelor’s degree in business or related field

Tools

Microsoft Office
Excel
PowerPoint
SharePoint

Job description

FEG Investment Advisors is seeking a Client Service Manager to ensure daily client operations are executed timely and accurately. You will coordinate with internal teams and external providers, acting as the primary contact for back-office support and onboarding institutional relationships.

The role requires strong financial operations expertise, a client-focused mindset, and the ability to resolve account-specific issues with minimal guidance.

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