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Relationship Manager Support

Wall Street Careers
New York, NY
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Company: Global Institutional Asset Manager 

Location: NYC or Boston 

Responsibilities:

  • Become a “go to” resource for all facets of Relationship Management support
  • Coordinate and participate in presentations for client meetings. 
  • Liaise with various teams including portfolio managers, product / solutions specialists
  • Ensure accurate notes in the (CRM) system (salesforce) including client relationship data, opportunities and contact notes.
  • Work in tandem with the RM when responding to client inquiries and ensuring high quality deliverables.   
  • Back-up relationship managers as needed.

Requirements:

  • 3+ years of financial services experience preferably in the asset management industry.
  • Fixed income product knowledge
  • Bachelor’s degree required
  • Progress towards CFA/MBA preferred
Company Description
WallStreetCareers.com (WSC) Diversity & Inclusion is Our Greatest Strength.

Join WSC Career Community: https://www.wallstreetcareers.com/members/sign_up

WSC is a Veteran Owned Business that provides a financial career community (Job posting, member profiles, company research, news/advice, resume writing/LinkedIn profiles, career coaching/interview prep, retained search, and interim consultants).

WSC's clients are the leading financial institutions, growth companies, and start-ups

Investment Banks, Traditional Asset Management, Alternative Investments, Private Equity, Hedge Funds, Fintechs, Pension Funds, Insurance Companies, Endowments, Sovereign Wealth Funds, Family Offices, Research/Portfolio Advisory Consultants, Fund Admins

Wall Street Careers

Address

New York, NY
USA

Industry

Business