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Fund Onboarding & Client Services Specialist

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: Green Key Resources
Full Time position
Listed on 2026-01-23
Job specializations:
  • Finance & Banking
    Business Administration, Office Administrator/ Coordinator, Financial Services
Job Description & How to Apply Below
A financial services firm is seeking an Associate of Client Services to act as a liaison between the firm and various Fund Managers. The role includes maintaining communication, coordinating investments, handling documentation, and facilitating internal workflow. Ideal candidates will be detail oriented, possess strong communication skills, and demonstrate a desire to contribute to team growth. This position is crucial for ensuring effective fund administration and timely delivery of materials.
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