What are the responsibilities and job description for the Senior Client Associate position at Quest Financial?
Our client located in Bellevue, WA is looking for a Senior Client Associate to join their team.
Pay : $70k - $80k Bonus
Hybrid : 3 days / week in office
Great Benefits
The Senior Client Associate will be providing assistance to a Client Advisory Team in all manner of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material.
Job Responsibilities :
- Provide support to a Client Advisory Team in the communication and implementation of client investment strategies
- Draft letters of instruction, complete account applications, manager agreements, and fund subscription documents
- Organize supporting documentation and follow processes in tandem with the firm’s Capital Markets Group
- Act as an information provider to accountants, banks, investment managers, and other professionals supporting clients
- Offer additional support in the quarterly reporting process, including reconciling and reviewing client reports
Qualifications :
Salary : $70,000 - $80,000
