Client Service Team Ops & Process Analysts (Portfolio Strategy, Investor Advisory – client planning) Investment Management recruitment

These positions will spearhead, organize, plan-out, coordinate, and execute all team client service operations from broad level team client planning and strategy to strategic team goal planning and execution to client presentation creation. This position will have a direct investor interface and will be responsible for ensuring the investor has what they need, before they need it. These positions will:Ensure understanding of the key goals of the team to oversee and execute operations excellently.  Gain understanding of each client meeting to understand the purpose and goals of the meeting, Read more […]

February 23, 2012 • Tags: , , , • Posted in: Financial • Comments Off on Client Service Team Ops & Process Analysts (Portfolio Strategy, Investor Advisory – client planning) Investment Management recruitment