Flex Sma Operations - Dedicated Client Service Associate
AQR Capital Management LLC
Greenwich, CT, United States
Base: $100,000 to $115,000; bonus/equity: annual d...
On-site
Client service in asset management
Onboarding new rias and accounts
Managing contribution, withdrawal and transfer processes
AQR is a global investment firm that combines financial theory with practical application to deliver long-term results and innovation in portfolio management
Job Summary
AQR is a global investment firm that combines financial theory with practical application to deliver long-term results and innovation in portfolio management.
The role involves providing white-glove client support, onboarding accounts, managing daily cash flow processes, and improving operational efficiencies across the platform.
The company offers a comprehensive benefits package including paid time off, medical/dental/vision insurance, 401(k), and eligibility for an annual discretionary bonus.
Matching Summary
AQR is a global investment firm that combines financial theory with practical application to deliver long-term results and innovation in portfolio management.
Salary
Base: $100,000 to $115,000; Bonus/Equity: Annual discretionary bonus; Benefits: Paid time off, medical/dental/vision insurance, 401(k)
Skills & Requirements
Must-have
Client service in asset management
Onboarding new RIAs and accounts
Managing Contribution, Withdrawal and Transfer processes
Collaboration with Portfolio Implementation Team
Operational inquiry investigation and coordination
Proficient in Microsoft Office Suite
Nice-to-have
Project management experience
Strong written and verbal communication skills
Passion for client service
Ability to multi-task under tight timeframes
Collaboration with Engineering team
Driving tactical and strategic initiatives
Key Requirements
Bachelor’s degree in relevant field
3+ years experience in asset management client services