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Darien

    Director of Client Services - Darien, United States - Forum Group Connecticut, LLC

    Forum Group Connecticut, LLC
    Forum Group Connecticut, LLC Darien, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description
    Client Services Director needed for
    Startup FinTech Investment 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


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