Job Title: Client Investment Associate
Location: Manhattan, NY (3 days a week in-office, 2 days remote)
Company Overview:
Our client is an East Coast-based fintech company, specializing in cutting-edge cash management technology designed for institutional Registered Investment Advisor (RIA) clients. With over 800 clients and a strong focus on growth, they are looking to expand their team to ensure provision of top-notch support to clients as they continue scaling.
Job Summary:
The Client Investment Associate will play a key role in managing client accounts. In this position, you will serve as the primary point of contact for the firm's clients, handling inbound calls, emails, service tickets, and ensuring a seamless experience. You will also work closely with the Product and Engineering teams, providing direct client feedback to help continuously improve firm offerings. This role requires strong communication skills, attention to detail, and a passion for delivering exceptional client service.
Key Responsibilities:
Qualifications:
Compensation:
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