Job Purpose

You will be a member of a collaborative, client-focused team, and contribute through strong communication and problem-solving abilities. This role involves delivering exceptional client service while providing administrative, marketing, and sales support to Portfolio Managers. You will also support overall team performance by mentoring and assisting colleagues, ensuring tasks are completed accurately, efficiently, and within deadlines.

This is a full time hybrid role.

Salary range $65,000 to $80,000.

Competitive benefits package

Principal Accountabilities

1. Deliver a superior client experience by assisting clients and SOIs, earning their trust by responding to requests and questions in a timely manner.
2. Drive and take ownership of the onboarding process to ensure a seamless and positive start to the client relationship.
3. To communicate and work with Portfolio Managers and Associates to res...