Remote Retail Alternative Investments Account Services Vice President

Location: Nationwide
Compensation: Salary
Staff Reviewed: Thu, Jul 14, 2022
This job expires in: 1 days
Job Summary

A business services provider has an open position for a Remote Retail Alternative Investments Account Services Vice President.

Core Responsibilities of this position include:

  • Interpreting fund prospectus for each fund family and ensure processing is completed accordingly
  • Approving detailed procedures and processing instructions for processing team
  • Answering questions or find requested information for fund family contacts

Required Skills:

  • Minimum 6 - 12 years (relevant) experience in client service or related field
  • Experience within the Financial Services industry, specifically Retail Alternative Investments
  • Series 6 or 7 license
  • Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients
  • Minimum of a bachelor’s degree in Business Administration or related field
  • Proficient in Microsoft Office Suite
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