Senior Client Relations Administrator

Job Summary

A company is looking for a Senior Client Relations Administrator to manage client interactions and build strong relationships.

Key Responsibilities

• Coordinate the composition of mutual fund/ETF regulatory documents and ensure client approval for distribution
• Establish and maintain productive client relationships to drive satisfaction and address client needs from inception to resolution
• Track client projects, provide updates, and create business reviews for clients

Required Qualifications

• BA/BS degree required
• 5-7 years of experience in a Client Services role within the financial services industry
• Experience with document composition and filing for mutual funds and/or ETFs
• Intermediate/Advanced skills with Microsoft Office, JIRA, and other tools/applications
• Self-motivated with the ability to adapt to various requests in a fast-paced environment