Client Services Associate - Investment Manager

Location: Parsippany-Troy Hills, New Jersey, USA
Salary: US$650000 - US$750000 per annum + bonus
Job Type: Permanent
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Job Title: Client Service Associate

Industry: Investment Management Firm

Location: Parsippany-Troy Hills region - New Jersey

Type: Full Time, Permanent Opportunity

This Client Service Representative will be joining a Financial Services firm in Central New Jersey. They will be responsible for client, consultant, and prospect reports, preparing questionnaires and RFPs, updating consultant databases, and assisting in preparing for client, consultant, and prospect meetings. The successful candidate should be comfortable compiling data, have exceptional attention to detail, and be a good communicator. You will be partnered with the Client Services, Marketing, Compliance, and other internal business lines.

Responsibilities include:

  • Creation of client, consultant, and prospect reports
  • Preparing questionnaires and RFPs
  • Creation of custom client reports
  • Assist with the creation of presentations and other marketing materials
  • Actively working with the in house database to keep consultant information up to date
  • Utilizing 3rd party portfolio analysis systems
  • Work closely with a variety of teams in order to prepare for client, consultant, and prospect meetings

Requirements include:

  • Bachelor's degree is required
  • Ideally 5+ years of related experience - fast-paced corporate environment
  • Exposure to portfolio and/or performance analysis software a plus
  • Strong analytical skills and excellent attention to detail
  • Proactive individual and work well in a collaborative enviornment
  • Prior experience working with performance analysis software is a plus
  • Excellent project skills
  • Strong time management skills
  • Excellent computer skills; specifically with Microsoft Office Sutie

Sthree US is acting as an Employment Agency in relation to this vacancy.

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