Associate/Assistant Vice President (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Associate/Assistant Vice President (Fintech): Providing dedicated coverage of client accounts and ongoing support to investors, financial advisors, and fund managers on ’s technology platform with an accent on client satisfaction and successful client outcomes. Focus on optimizing the user experience through enhancements to the company’s proprietary technology platform.
Location: New York, NY. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
Salary: $90,000 to $115,000
Company
is a technology platform that supports investors, financial advisors, and fund sponsors in the alternative investments space.
What you will do
- Provide dedicated coverage of client accounts, working closely with internal relationship managers to support client needs and objectives.
- Provide ongoing client support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction.
- Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings.
- Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.
Requirements
- Bachelor’s degree with 2-6+ years of experience in financial services, preferably in client service or experience in an investor relations role in alternative investments.
- Ability to manage phone queue during operating hours 8:30am-6 PM EST.
- Experience with high-net-worth clients, financial advisors, and fund managers.
- Excellent organizational skills and attention to detail.
- Strong interpersonal, written, and verbal communication skills.
- Able to meet deadlines and work effectively under pressure.
Culture & Benefits
- offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus.
- Employees also receive a comprehensive benefits package that includes an employer matched retirement plan.
- Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling.
- Parental leave and unlimited paid time off (PTO).
- We believe the best ideas and innovation happen when we are together.
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