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Client Support/Office Manager-Financial Services
On-siteFull-timeLead
Salary not disclosed
~$59k / yr estimated
✓ Posted within the last week
Posted
Job Description Job Description THIS ROLE WILL BE ONSITE 5 DAYS PER WEEK IN MIDTOWN MANHATTAN. Small office of a global investment firm seeks an experienced Client Support/Office Manager to join their team. This person will be responsible for : US Client Service (55% of time) · Update APX and client portal for new/closed accounts and contacts · Quarterly invoice review · Executive reporting · Create client presentations (entry level) · Advisory channel support o Enter leads (Stage 0 Opportuniti…
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