Job Opportunity

Investor Relations

San Francisco, CA

Job Summary

Directly handle responses to requests from clients, and work closely with counterparts at partner organizations. Must have 2+ years’ experience in wealth or asset management client service.

Details

Some tasks include:

* Collaborate with other Client Service team members and Client Service Directors, Relationship Managers and Client Portfolio Managers to build compelling information about strategies, funds and respond to client needs.
* Serve as a point of contact for client and prospective investor requests and coordinate internal efforts across multiple departments to support client and prospect needs * Act as lead point/manager to: o Directly handle responses to requests from clients, and work closely with counterparts at partner organizations. o Innovate current processes leveraging technology and the parent company resources. o Manage relationship contact with third party organizations/vendors. o Update and manage marketing materials (books and fact sheets). o Maintain client contact information and manage review and dissemination of all client k-1s

* Proactively maintain knowledge of firm’s products to maximize client service.
* Develop operational efficiencies and initiate solutions to automate routine tasks.
* Manage special projects as needed.

Team:

Seasoned team of 4 (all are above 5 years of tenure plus 1 new person) Supporting a Relationship Manager of 7 years with the firm

Job Requirements

Ideal candidate:

* 2+ years’ experience in wealth or asset management client service
* Ideal, but not necessary: FINRA Series 7, FINRA Series 63
* Preference if they have a Bachelor’s in Finance, Business, Marketing, and Economics
* Strong communication and writing skills Must be able to work in a fast pace

Click here for details on this job

• Min Experience: 2 years