Assistant Relationship Manager in Client Operations

About the Role

We are seeking a highly organized and client-focused Assistant Relationship Manager in Client Operations to support our sales and client management team. This role serves as a key bridge between prospective investors, existing clients and Account Managers, ensuring a seamless client experience from onboarding through ongoing account servicing.

The incumbent will play an important role in supporting accredited investor onboarding, client reviews, corporate account onboarding, client administration and sales support activities. This position is ideal for someone who enjoys client interaction, operational excellence, and working in a fast-paced financial services environment.

Key Responsibilities

Client Onboarding & Operations

• Manage the end-to-end onboarding process for: individual and corporate accredited investors, trust and institutional accounts.
• Coordinate coll...