Client Services Officer M/F

Responsibilities (These responsibilities apply to both Institutional and Distribution clients.)

• Client On-boarding and Servicing
  • Conduct KYC in a timely manner, collecting required information from Sales or directly from clients, and maintain KYC records and documents in the system
  • Onboard new funds, coordinate fund changes and closings, and support related internal/external stakeholders throughout the process
  • Manage new Distributor contracts, including fee negotiations and ongoing contract administration
  • Prepare internal approval materials for new discretionary investment advisory accounts and support review of legal agreements, investment guidelines, and IMAs/SLAs
  • Maintain and update fund data in the portfolio management system
• Client Query Management
  • Serve as the main contact point for client inquiries received through various channels
  • Handl...

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