Institutional Client Specialist, Associate/AVP - Utah

The Institutional Client Specialist provides exceptional end-to-end client service execution for institutional and family office clients, focusing on onboarding, investment execution, asset aggregation, reporting, and billing. This role involves maintaining strong client relationships, resolving inquiries, and collaborating with internal teams and external partners to ensure a superior client experience. The position requires managing complex documentation, processing alternative investments, and supporting continuous improvement initiatives within a fast-paced environment.