Job Description
Be a pivotal part of PBY Capital as a Client Relationship Specialist, focusing on delivering top-tier service to institutional clients and family offices. This role emphasizes client onboarding and operational excellence.
PBY Capital seeks a diligent professional with 5-10 years in investment management to enhance their client servicing team. You'll work collaboratively, manage RFP responses, prepare insights, and ensure clients receive exceptional support. Successful candidates will demonstrate strong organizational skills and a proactive service orientation.
Key Responsibilities:
• Facilitate client onboarding and KYC documentation
• Support senior team members with client analysis
• Ensure timely responses to client inquiries
• Build materials for client education and engagement
• Maintain and track CRM records for service efforts
Requirements:
• 5-10 years of experience in investment counseling
• Excel...
PBY Capital seeks a diligent professional with 5-10 years in investment management to enhance their client servicing team. You'll work collaboratively, manage RFP responses, prepare insights, and ensure clients receive exceptional support. Successful candidates will demonstrate strong organizational skills and a proactive service orientation.
Key Responsibilities:
• Facilitate client onboarding and KYC documentation
• Support senior team members with client analysis
• Ensure timely responses to client inquiries
• Build materials for client education and engagement
• Maintain and track CRM records for service efforts
Requirements:
• 5-10 years of experience in investment counseling
• Excel...