The Officer provides day-to-day reactive relationship management support for a portfolio of Asset Owner clients within the North American segment
Job Summary
The Officer provides day-to-day reactive relationship management support for a portfolio of Asset Owner clients within the North American segment.
You will act as a primary point of contact for client inquiries and service-related requests while monitoring client satisfaction metrics.
Employees are eligible for a comprehensive benefits program including retirement savings plans, insurance coverage, and paid-time off.
Matching Summary
The Officer provides day-to-day reactive relationship management support for a portfolio of Asset Owner clients within the North American segment.
Salary
Base: $65,000 - $113,750 Annual; Bonus/Equity: Eligible for annual performance-based awards; Benefits: Comprehensive program including 401K match and insurance
Skills & Requirements
Must-have
Strong verbal and written communication skills
Ability to manage multiple client requests
Detail-oriented approach to service issues
Experience in financial services or client service
Proficiency with CRM systems like SF360
Nice-to-have
Collaboration across internal partner functions
Understanding of client business challenges
Commitment to high-quality client service
Proactive initiative support capabilities
Key Requirements
Bachelor's degree or equivalent experience
5-8 years of total work experience preferred
Prior experience in Financial Services or Relationship Management