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Client Intake Specialist
2 months ago
Highly respected asset management firm is seeking a Client Intake Specialist to add to their growing team The individual in this position will be responsible for the complete review process for all documents related to new accounts and legal document review for RFPs that come into the firm. They must become familiar with all products, coordinate completion of all documents, and coordinate client responses with all departments involved for account management. A Series 7 License is required for this role.
Position Responsibilities:
Facilitate investment management agreement, guideline, fee schedule, and other document review/negotiation with internal and external parties as part of new account and RFP processes
Coordinate changes to existing accounts as necessary, work with relationship management
Coordinate TIK process for new and existing accounts
Move documents through all steps to ensure timely completion
Maintain all relationships internally and externally
Assist with ad hoc projects
Position Qualifications:
Bachelor's degree with at least 5 years of financial services industry experience
Series 7 License required
Familiarity working with contract terminology specifically contract terminology preferred
Highly organized with a keen attention to detail
Ability to prioritize tasks in a deadline-driven environment
Ability to take initiative and work independently or collaboratively in a team environment
Exceptional written and verbal communication skills
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