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Fixed Income Portfolio & Client Services Specialist

Curi Capital LLC, Milwaukee, Wisconsin, United States, 53244

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A financial advisory firm is seeking a Fixed Income Portfolio and Client Administrator in Milwaukee. The role requires 5+ years of investment management experience and focuses on delivering exceptional client service while ensuring operational excellence. Responsibilities include maintaining portfolio management systems, communicating with clients and team members, monitoring trade processes, and managing client reporting. This position offers a competitive salary and comprehensive benefits, emphasizing teamwork and detail-oriented support. #J-18808-Ljbffr