The Investor Relations team within Client Solutions is seeking an Assistant Vice President to help service the company’s rapidly growing investor base. This is a great opportunity for someone with the desire to assist clients to work in a fast-paced, team-oriented and entrepreneurial environment, while gaining exposure to technology.

Responsibilities

• Assist financial advisors and high net worth investors with the onboarding process, including website registration and the submission of investor subscription and AML documents.
• Support high profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
• Provide on-going support to clients, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction.
• Collaborate with technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.

Candidate Profile

• Series 7 license is preferred
• Bachelor’s Degree with 6+ years of experience in financial services, preferably in a client service or investor relations role with exposure to alternative investments
• Excellent organizational skills and attention to detail
• Strong interpersonal and communication (both verbal and written) skills
• Ability to meet deadlines and work effectively under pressure
• Proven ability to multi-task and work both independently and as a team player
• Proficient computer skills, especially Microsoft Office applications and Excel
• Comfort with or interest in technology helpful