Proactive client relationship management for a portfolio of asset managers, endowments, and single and multi‑family offices that invest in a multi‑asset book of business.
Reporting to a Senior Vice President of the Client Services team; expected to understand and meet the needs of clients by ensuring service deliverables are met in a timely fashion.
Create and nurture long‑term relationships with clients and work with core and ancillary service teams both locally and globally to ensure service levels are optimum.
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