Investment Relationship Associate

Responsibilities

• Support the Investment Team by executing operational and administrative processes related to account setup, maintenance, and documentation
• Serve as an authorized signer and Ghost Signer during absences
• Assist in new account setups, transfers, and maintenance requests
• Review assigned account liquidations under established procedures
• Monitor shared inboxes and respond to routine inquiries from advisors and internal teams
• Resolve Salesforce cases, locked logins, and system access requests
• Coordinate paperwork, document corrections, and maintain document management systems
• Monitor workflow queues to ensure timely processing and escalate non-standard inquiries
• Leverage AI-powered tools and automation to improve accuracy and throughput

Requirements

• Bachelor’s degree in finance, business, economics, or a related field
• 2–3+ years of experience in financial services, document processing, or investment support
• Proficiency in Microsoft Office and CRM or workflow-tracking platforms
• Strong understanding of investment account structures and operational processes
• Ability to work independently and exercise judgment within defined procedures

Preferred Qualifications

• Familiarity with donor-advised funds (DAF) concepts