Career Services

By John Stabinger
Posted on 2 April 2020 | 2:40 pm

Alumni Career Services


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College of Charleston

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College of Charleston

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Portfolio Analyst/ Client Services
A brief description of responsibilities as follows:  Supporting the Client Advisers to provide excellent service to high net worth clients & investors, maintaining a high standard of service quality in all work and output  A strong understanding of complex client requirements, acting as the clients’ key interface in direct interactions and communication  Partnering Client, Business Support and Third-Party Service Providers to ensure smooth and prompt transaction processing & service delivery of client requirements  Provide market updates to clients, prepare client statement and reports related to the portfolio, as well as specific product performance  Receive and execute trade orders in a timely and accurate manner through to settl


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