Institutional Client Services Associate
Salary $70000 - $90000 per year + Dental + Medical + Vision
Location Scotts Valley
Consultant Marco Maranzano
Date posted September 30, 2016
A leading investment advisory firm in Scotts Valley, CA, is seeking an Institutional Client Services Associate to join the team. The successful candidate will be a key member of the institutional business as it grows here in the US. It has tremendous future employment opportunities for the right individual.
- Assist with account openings
- Design and complete client proposals
- Manage CRM database
- Assist in the coordination of marketing campaigns
- Liaise with leading financial advisors
- Liaise operations departments
- The ideal candidate will have a minimum of 2-3 years' experience working within an investor relations or client services capacity
- Knowledge of financial markets and investment products
- Well versed in the use of all Microsoft Office Applications.
If you would like to apply for this position please apply online or call Marco Maranzano on 212 704 9900 for more.