A company is looking for a Senior Client Relations Administrator to manage client interactions and build strong relationships.
Key Responsibilities
Coordinate the composition of mutual fund / ETF regulatory documents and ensure client approval for distribution
Establish and maintain productive client relationships to drive satisfaction and address client needs from inception to resolution
Track client projects, provide updates, and create business reviews for clients
Required Qualifications
BA / BS degree required
5-7 years of experience in a Client Services role within the financial services industry
Experience with document composition and filing for mutual funds and / or ETFs
Intermediate / Advanced skills with Microsoft Office, JIRA, and other tools / applications
Self-motivated with the ability to adapt to various requests in a fast-paced environment
Client Administrator • Oakland, California, United States