Associate, Client Service

Job description

About this role Job Description: Seeking talented Client Onboarding and Investment Professional who will be responsible for managing the onboarding process for new/existing clients looking to utilize our suite of investment overlay strategies. This candidate will communicate with Sales, Portfolio Management, Operations and Compliance teams and partner custodians ensuring a transparency and minimal time to market for the relationship. The candidate will also be responsible for identifying opportunities to improve and optimize the onboarding process. Key Responsibilities: Manage the account opening and client documentation workflow from creation, collection, negotiation oversight and execution Oversee the documentation process for external clients throughout the documentation life cycle via Salesforce and internal software Handle activities through heavy phone work with external clients Perform required research for product set-up and account opening to assess documentation requirements on internal systems as applicable Create proposals to present potential SRA solutions to both existing and prospective clients Ensure deal deliverables are met and hold owners accountable by managing...