Vice President, Client Services
3 weeks ago
Job Title: Associate/Assistant Vice President, Investor Services
Company: Brookfield Asset Management
The Associate/Assistant Vice President will play a crucial role in supporting the Private Wealth Investor Relations Team in the execution of client service strategies. This position requires a deep understanding of the firm's organizational structure, investment products, and strategic initiatives, ensuring effective communication with private wealth clients while collaborating with various internal teams.
Key Responsibilities:
- Facilitate essential investor service initiatives
- Collaborate with diverse teams to ensure timely and consistent interactions with investors
- Establish and uphold standardized protocols for investor servicing to enhance client experience
- Engage professionally with both external and internal stakeholders
- Coordinate with third-party service providers and fund management teams
- Address investor inquiries and fulfill requests for documentation
Qualifications & Requirements:
- 4-6 years of experience in investor services, accounting, or a related discipline
- Professional designations such as CPA, CA, CFA, or CAIA are preferred
- Familiarity with private funds and/or public securities is advantageous
- Exceptional organizational and communication abilities
- A collaborative team player with a proactive mindset
- Capacity to manage multiple projects effectively under pressure
- Detail-oriented with a strong drive for excellence
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