Investment Banking Client Services Analyst
- Fort Worth, TX
- $75,000 per year
- Permanent
- Full-time
- Drive new client onboarding: input CRM data, manage docs, set up reports, and update contacts.
- Oversee cash flow documentation, resolving investor queries swiftly.
- Partner with third-party admins for subscriptions, redemptions, AML/KYC.
- Collaborate with Investor Relations, Treasury, Legal, and Accounting to update wires, signatories, and transfers.
- Ensure prompt cash processing and deliver rapid responses to investor inquiries on fund admin, tax, and compliance.
- 2-3 years in investment firm client support.
- Stellar communication and organization.
- CRM/MS Office savvy.
- Minimum of 2-3 years of experience in client support within an investment firm or financial services environment.
- Exceptional communication skills, both verbal and written, with the ability to interact professionally with clients and colleagues.
- Strong organizational abilities, capable of managing multiple tasks and prioritizing effectively.
- Proficiency in Office applications and familiarity with investment platforms.
- Demonstrated knowledge of investment advisory and equity investment processes.
- Experience in client relations and onboarding procedures.
- Detail-oriented mindset with a commitment to accuracy and compliance.
- Ability to work both independently and collaboratively in a hybrid work setting.