Client Services Associate (HNW/UHNW/Investment Operations, 8k) (ID: 713465)

Responsibilities Be a first point for client's bank accounts, assets, and investments portfolio Liaise with private banks, financial institutions, legal and tax advisors, portfolio companies, fund administrators, asset managers, and service providers on behalf of clients Handle banking matters such as account opening, trade placement and execution, liquidity and cash management, asset transfers, and assist with documentation Assist clients with new investment subscriptions paperwork and the nex…