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Position: Client Service Associate
Job Number: MS04662
Location: NY - New York City
Date Posted: 2018-10-17
Salary Range: $66-80k $81-100k
Job Summary:

Top Investment Firm seeking a Client Service Associate to join the team!

Company Information:

Name: Financial Services Firm

Job Description:

Top Investment Firm - excellent perks/benefits!

Responsibilities: 

-Sending offering-related material to potential investors and working with investors to assist with completion of required forms

-Processing investor transactions

-Overseeing the annual distribution of tax documents to partners and authorized third parties

-Managing and tracking custom Partner requests

- Administering the Third Party Authorization process working directly with investors’ accountants, attorneys and external advisors

Requirements / Qualifications:

A minimum of 2-4 years of work experience, ideally in Investor Relations  

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