Provide operational, analytical, and client servicing support to the National Accounts team, servicing key home office relationships at major wire houses and broker dealers
Job Summary
Provide operational, analytical, and client servicing support to the National Accounts team, servicing key home office relationships at major wire houses and broker dealers.
Partner closely with senior Relationship Managers, develop strong relationships with internal groups, and assist with day-to-day client interactions.
Leverage AI tools and automation to enhance CRM hygiene, data workflows, and reporting processes, while creating customized presentations for senior management and clients.
Matching Summary
Provide operational, analytical, and client servicing support to the National Accounts team, servicing key home office relationships at major wire houses and broker dealers.
Salary
Base: $75,000-$90,000; Bonus/Equity: Discretionary bonus; Benefits: Comprehensive package including paid time off, medical/dental/vision insurance, retirement, life insurance
Skills & Requirements
Must-have
Client servicing support
Salesforce and other data sources
AI tools and automation
Excel and PowerPoint proficiency
Interpersonal, written, and verbal communication skills
Nice-to-have
Proactive, resourceful, highly motivated
Team player who is coachable and curious
Comfortable in a fast-paced, high-intensity environment
Key Requirements
1-3 years of experience in asset management, wealth management, intermediary distribution, or related financial services
Bachelor's degree in Finance, Economics, Business, or related field
Series 7, 63/65 (or 66) required or to be obtained within 3-6 months