Responsibilities:

• Manage client relationships by serving as primary point of contact with clients
• Provide a full range of services, including answering client inquiries for fund/portfolio information, and acting as the point person for any client-related issues
• Working closely with product teams to provide high quality service to our clients
• Ability to analyze and offer solutions to client requests via email, phone, or chat
• Analyze and problem solve, both independently and with the team
• Participate on projects as necessary to enhance client experience
• Abide by applicable regulatory and departmental policies and procedures
• Work closely with clients and client managers to ensure a seamless customer experience

Basic Qualifications:

• Minimum 2 years of client service experience
• Ability to deliver superior client service to internal and external clients
• Excellent interpersonal, relationship building and communication (written and verbal) skills
• Strong analytical, problem solving, facilitation, organization, and time management skills
• Ability to work well in a fast-paced environment
• Keen attention to detail
• Proficient with Microsoft Suite (including Word, Excel, PowerPoint, and Outlook)
• Ability to work a flexible schedule

Preferred Qualifications:

• Bachelor’s degree in business, communications or other related field
• Previous experience working with an investment product
• Client Relationship Management (CRM) experience preferable
• High Net Worth customer experience preferable