Athena - Client Service Analyst

Oversee the opening/closing bank & brokerage accounts. Cost basis acquisition for positions moving into new or existing accounts. Responsible for making sure overall onboarding process runs smoothly and all appropriate information is gathered and disseminated to the proper group within Athena. Oversee completion of subscription materials. Coordinate signatures with client Provide completed/signed documents & requested background documentation to fund in conjunction with operations administrator. Fund investment (for hedge funds). Prepare responses or gather data to respond to client/accountant/advisor requests. Assist compliance department with regulatory requests as it relates to regulatory filings and policies and procedures.

According to JobzMall, the average salary range for a Athena - Client Service Analyst in 55 Old Bedford Rd, Lincoln, MA 01773, USA is approximately $50,000 to $60,000 per year. The salary range may vary depending on the experience of the individual and the company they work for.

Franklin Resources, Inc. is a holding company, which engages in the provision of financial and investment management operations. It offers fund administration, sales, distribution, marketing, shareholder servicing, trustee, custody, and fiduciary services.