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This job is responsible for working closely with sales, portfolio managers, product specialists, and client service members to coordinate all sales and support activities for assigned accounts, which are primarily medium-sized and/or less complex institutional accounts. Key responsibilities include maintaining and enhancing relationships with existing institutional clients. Job expectations include promoting investment product sales through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments.
The role covers onboarding and strategic account management for Institutional clients across various Fixed Income and Equity products within Global Markets. This requisite requires someone with Client facing experience, markets product knowledge and has KYC background. The onboarding associate will manage client pipeline and will be facing off with Senior Sales Partners, Managing KYC pipeline, and looking for inefficiencies in the end-to-end onboarding process. To be successful in this role, you will need to provide client relationship management services within Integration for clients across multiple products and asset classes:
Shift:1st shift (United States of America)
Hours Per Week:40
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