Client Services & Assistant Relationship Manager

Your Role

You will support day-to-day operations, client servicing activities and administrative processes while working closely with experienced professionals in a dynamic financial environment.

Key Responsibilities

Client & Administrative Support

• Coordinate administrative activities and ensure accurate management of documentation and records
• Support client onboarding processes and account-related administration
• Prepare, organize and maintain client files and regulatory documentation
• Manage correspondence, mailings and internal follow-up activities
• Assist in preparing presentations, summaries and reporting materials

Operations & Financial Administration

• Support invoice management and vendor follow-up activities
• Assist with reconciliations and administrative financial processes
• Participate in periodic reporting activities and simple data analysis...