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Institutional Client Processing Specialist Jobs in New York

Institutional Client Associate (Rfp Writer)
By Green Key Resources At New York City Metropolitan Area, United States
Complex RFP project management experience, within Alternatives and/or Fixed Income preferred
Manage the coordination and completion of Requests for Proposals ("RFPs") and Due Diligence Questionnaires ("DDQs")
Undergraduate degree (economics, finance or business preferred)
Base 90-110k + bonus (experience pending)
Maintain a database of standard RFP responses and hone/create new language as appropriate
Commit to improving the efficiency of the RFP process and quality of RFP submissions
Blackstone Credit – Institutional Client Solutions Team (“Ics”), Associate
By Blackstone At New York, NY, United States
3+ years’ experience, preferably within Investment Banking, Investor relations or an Alternative Credit Management
Strong analytical, problem solving and project management skills
Contact management, including CRM/Salesforce maintenance
Helping to manage internal IOI and client tracking initiatives
Excellent presentation, business writing and oral communication skills
Assisting with new business pipeline through client & consultants updates and other internal reporting

Are you looking for an exciting opportunity to join a dynamic team and help shape the future of institutional client processing? We are looking for a Client Processing Specialist to join our team and help us provide the best service to our institutional clients. You will be responsible for managing client accounts, ensuring accuracy of data, and providing exceptional customer service. If you are a detail-oriented individual with a passion for client service, this could be the perfect job for you!

What is Institutional Client Processing Specialist Job Skills Required?

• Excellent customer service skills
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team
• Ability to multi-task and prioritize tasks
• Attention to detail and accuracy
• Proficiency in Microsoft Office Suite
• Knowledge of financial services industry
• Knowledge of financial products and services

What is Institutional Client Processing Specialist Job Qualifications?

• Bachelor’s degree in finance, accounting, or related field
• Previous experience in a financial services environment
• Knowledge of financial services regulations and compliance
• Ability to work in a fast-paced environment

What is Institutional Client Processing Specialist Job Knowledge?

• Knowledge of financial services industry
• Knowledge of financial products and services
• Knowledge of financial services regulations and compliance
• Knowledge of customer service principles

What is Institutional Client Processing Specialist Job Experience?

• Previous experience in a financial services environment
• Previous experience in a customer service role
• Previous experience in a client processing role

What is Institutional Client Processing Specialist Job Responsibilities?

• Process client transactions accurately and efficiently
• Ensure compliance with all applicable regulations
• Respond to client inquiries in a timely and professional manner
• Maintain client records and ensure accuracy of data
• Monitor client accounts and transactions
• Assist with the development and implementation of client processing procedures
• Assist