Institutional Client Service Associate

Job description

The Institutional Client Service Associate (CSA) is a client service role supporting the North America institutional business. The CSA partners closely with Client Service Advisors, Insurance Client Advisors, the broader Client Service team, and portfolio management and resources across the firm (operations, legal and compliance, RFP, reporting and analytics, onboarding, and mutual fund services). Reporting to the Manager of Client Service NA, the CSA helps execute day-to-day client servicing, internal coordination, and team projects. Success requires strong organization, attention to detail, responsiveness, and the ability to work both independently and as part of a collaborative team. Responsibilities: Partner with the Client Service Advisors on d ay-to-day client servicing support Review and distribute recurring client reports and materials Coordinate and support meeting scheduling, preparation, agendas, materials (ensuring data consistency across deliverables), and follow-ups; maintain action logs Enter client-directed cash flows: Maintain accurate CRM records (e.g., Salesforce), activities and client contact data Manage the completion and delivery of due diligence and audit re...