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Investor Services Analyst - Hybrid: Client Onboarding & Insights

CFA Institute, New York, NY, United States


A financial services firm in New York is seeking an Investor Services Analyst to deliver premier client service to financial advisors and other clients. The role includes coordinating client account activities, managing fund-related inquiries, and collaborating across teams to support client needs. Ideal candidates will have 3-5 years of experience in client services within investment management and possess strong communication and project management skills. The position offers a salary range of $80,000 to $150,000 and a flexible work environment. #J-18808-Ljbffr