VC Manager @ Open Systems in New York City, NY

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

The Client Service Associate partners with associates across Global Client Group to service clients (Institutional and High Net Worth) or Distributors investing in, or distributing the company’s products. Under supervision, the role communicates with clients and focuses on supporting the onboarding of new client accounts, delivering reports to clients, and working with business partners to service client needs throughout the client lifecycle. This role collaborates closely with teams across the enterprise to deliver an outstanding client experience.

Requirements

• Banking, asset management background
• Want someone who’s worked for an investment manager previously
• Need to have been client-facing (advisors and their clients)
• If no asset management, would have to have extensive experience onboarding investment accounts
• Not seeking an operations background

Key Responsibilities and Duties

• Assist in the coordination of client transitions activity (i.e. onboarding, off boarding) in close partnership with relevant Nuveen business partners
• Support the coordination of account maintenance activities (e.g., amendments to account name, fee schedules, benchmarks, client agreements, etc.)
• Assist team members to ensure ongoing client contractual obligations are being met
• Support the fulfillment of ad-hoc client inquiries and requests
• Facilitate and oversee client cash flow requests to ensure proper handling
• Help manage client communications to ensure timely and proactive updates are provided
• Proactively anticipate client needs and assist in the development of strategies for meeting and exceeding those needs
• Update and maintain client and authorized third party contact information via CRM application
• Support client meeting preparation by facilitating creation of materials
• Help identify, elevate and resolve problems for any issues affecting the client experience
• Participate in relevant projects across the department, particularly those which look to mitigate risk, improve operational efficiency, and deliver exceptional client service
• Assist to ensure preparation of weekly, monthly and quarterly client reports and presentations to be delivered to clients
• Supports the completion of due diligence and client questionnaires

Educational Requirements

• University (Degree) Preferred