Client Services Director needed for Startup FinTechInvestment Platform in Norwalk, CT. Our client provides a one of a kind portfolio and financial reporting software to ultra-high-networth individuals and family offices. The Client Services Director will support a book of clients utilizing the platform and provide on-boarding services, provide technical support as needed, maintain change and add additional feature requests , follow the progress of the technology and /or operations staff in addressing items, and provide support where needed in a startup environment.
Our client is seeking candidates with a Bachelor's degree in Finance, Economics, Business Administration or other related field, 4 to 7 years of equivalent work experience. CFA +. Prior experience in financial industry, specifically client services (portfolio administration), and/or client and performance reporting. Must have excellent Excel skills, ability to understand and or learn basic SQL scripts, UI experience is a +.
For immediate consideration email jtishman@forumgrp.com