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Client Services & Portfolio Specialist
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-06-06
Listing for:
Austin Community College
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Portfolio Manager
Job Description & How to Apply Below
An investment management firm in Covington, Kentucky, seeks a Client Services/Performance and Portfolio Specialist to support portfolio management and client reporting. This role requires a Bachelor's degree in a relevant field and proficiency in Microsoft Office. Responsibilities include collaborating on portfolio changes, ensuring account consistency, and generating performance reports. Employees benefit from a hybrid work environment, annual bonuses, and comprehensive medical insurance.
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