Manage and schedule complex calendar requests, including making follow up phone calls as needed. Plan travel arrangements and complex itineraries. Utilize CRM platform to input and track information, create and prepare reports, disseminate updates, etc. Liaise with clients and support the Project Management team as a lead MA on assigned fund projects, including helping to

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and adver