Client Development Coordinator

  • location: Arlington, VA
  • type: Permanent
  • salary: $55,000 - $60,000 per year

job description

Client Development Coordinator

Private, successful, growing client investment management firm expanding the team for an entry level operations assistant to support the investment portfolio. This is the perfect opportunity for a candidate with an Accounting degree and a genuine interest in banking, investing, and portfolio management. A candidate with 1 year of experience related to transactions and operations will thrive in this role. This is a direct hire, permanent opportunity located remote but part time in office in Arlington, VA. 

Responsibilities

Supporting business development group and accounting transactions group
Review daily and monthly transactions and cash activities, data entry
Assist with client setup with external and appropriate internal parties
Support team with pulling reports and assisting with reviewing trades and reconciliations
Database support - CRM experience, Satuit a plus
Manage and review compliance



Skills

  • Satuit
  • Client Service
  • Organization
  • Prioritizing
  • Handling Confidential Information
  • CRM
  • Sales Support
  • Project Coordination
  • Data Entry
  • Reviewing Transaction
Education
  • Bachelors
Qualifications
  • Years of experience: 2 years
  • Experience level:Entry Level
Shift: First

Working hours: 9 AM - 5 PM

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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