Client Service Manager - Analyst
On-site · Tampa, Florida, United States
Tampa, Florida, United StatesOn-siteFull TimeMid LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Support the senior team in Securities Services to drive client delivery, address client and internal inquiries, update CRM tools and client profiles, prepare templates and materials for client presentations, support efforts on accurate billing and timely payments, and ensure compliance with company policies and procedures while communicating effectively with senior team members.
Required Qualifications
- Bachelor’s degree.
- At least two years of experience working at a financial services organization focused on servicing institutional clients.
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