Responsibilities:
- Client work to include preparing and processing client materials for onboarding, managing client deliverables, processing client transactions, managing accounts, client requests, and reviewing data output
- Manage client data by imputing correct information and tracking CRM
- Manage client requests independently and troubleshoot any issues
- Build client relationships and attend client meetings
Qualifications
- Bachelor's degree in related field
- 8-10 years of experience
- Alternative investment experience
- Knowledge of market-based intelligent tools