Description
The Institutional Client Services Associate supports Regional Directors and Senior Associates by preparing client presentations, portfolio reviews, performance data, and analytical materials; maintaining CRM records; supporting due diligence and RFP processes; and coordinating with operations, portfolio management, research, legal, compliance, and marketing. The role requires a bachelor's degree, financial-services interest or experience, strong communication and quantitative skills, and SIE, Series 7, and Series 63/66 licenses or attainment within eight weeks. Some travel is expected, the role is hybrid, and immigration sponsorship is not available.
