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Client Service Associate

Institutional Investment Services Group

·        Respond to reoccurring client requests (monthly, quarterly, annually) including but not limited to the following: data templates, assets, holdings, attribution, performance, characteristics, commentary, questionnaires, surveys, fact sheet/prospectus/annual report distribution, etc.

·        Respond to daily ad-hoc client requests

·        Organize and prepare materials for client meetings/portfolio reviews, due diligence visits and conference calls

·        Complete client and consultant questionnaires

·        Works with Request for Proposal (“RFP”) team on new business proposals and requests for information (“RFI”)

·        Update database(s) on a quarterly basis

·        Conduct research on various topics and work on special projects on an ad hoc basis

·        Excellent attention to detail

·        Team player

·        Resourceful

·        “Can do” attitude

·        Strong organizational skills

·        Must be able to manage multiple projects with varying priorities/deadlines

·        Superior communication skills, including writing

·        Analytical curiosity

·        Able to work well under pressure

·        Must have strong knowledge of Microsoft Word, Excel & PowerPoint

·        2-5 years working experience, preferably in financial services field

Bachelor’s Degree preferably in Business/Finance