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Benefits offered by this job
Competitive benefits
Discretionary bonuses
Job summary
A leading global financial services firm seeks a dynamic Client Relationship Manager in New York to enhance client experiences and manage a diverse portfolio of investment products. The ideal candidate will have a Bachelor's degree in business or finance, paired with 5-10 years of experience in asset management and strong interpersonal skills. Responsibilities include coordinating client account events, delivering superior service, and building lasting client relationships. Competitive salary and benefits are offered, including potential bonuses.
Qualifications
5-10 years of experience in institutional asset management.
Direct experience with pension plan clients.
Strong knowledge of investment management agreements and standards.
Ability to coordinate across various teams.
Exceptional time management and organizational skills.
Responsibilities
Manage client deliverables and reporting requirements.
Coordinate across teams for client account life-cycle events.
Respond to client information requests and audits.
Build and maintain client relationships.
Work on special projects to improve service efficiency.
Skills
Communication skills
Investment acumen
Project management
Interpersonal skills
Problem solving
Attention to detail
Education
Bachelor's degree in business or finance
Tools
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Job description
A leading global financial services firm seeks a dynamic Client Relationship Manager in New York to enhance client experiences and manage a diverse portfolio of investment products. The ideal candidate will have a Bachelor's degree in business or finance, paired with 5-10 years of experience in asset management and strong interpersonal skills. Responsibilities include coordinating client account events, delivering superior service, and building lasting client relationships. Competitive salary and benefits are offered, including potential bonuses.