Senior Institutional Client Services & Analytics Lead

A registered investment adviser in Charlotte, North Carolina is seeking a motivated individual for a client service role. Responsibilities include coordinating service delivery to institutional clients and overseeing account maintenance. A successful candidate will have at least three years of financial work experience and strong organizational skills. Familiarity with tools like Advent APX and Salesforce is a plus. This position offers exposure to multiple areas of the investment management business. #J-18808-Ljbffr