Wall Street Personnel

Client Services Associate

Position Summary

The Client Services Associate is responsible for supporting the client services team, preparing standard and ad-hoc reporting and handling client inquiries and requests. This role requires an acute attention to detail, organizational capabilities, collaboration with a variety of departments and excellent client services skills.

Essential Duties

• Support the client services initiatives of the firm

• Assist in the development and preparation of marketing materials to support client service and marketing efforts such as pitchbooks, executive summaries, investor reports and RFPs

• Assist in preparation for investor and prospective investor meetings

• Maintain the firm’s CRM database

• Act as first point of contact for clients and prospective clients and respond to investor inquiries

• Provide exceptional customer service to clients and prospective clients

• Assist with investor subscription activity in accordance with the fund’s offering documents

• Maintain distribution information for various forms and materials

• Work with internal groups such as accounting, operations, legal and compliance as needed to respond to client questions and requests

• Identify ways of creating efficiencies and improving processes

• Work under tight deadlines

Required Qualifications

• Bachelor’s Degree with 3+ years of relevant experience

• Working knowledge of capital markets and experience with fixed income

• Proficiency with Microsoft Office applications

• Strong analytical skills and excellent attention to detail

• Well-organized and able to prioritize multiple requests

• Exceptional verbal and written communication skills

Professional Skills Desired

• Strong MS Office experience 

• Advanced Excel skills

• Experience in investor services or related field (financial services/fund administration, corporate communications, portfolio management, or securities analysis) and a familiarity with the workings of the capital markets

• Proven ability to work under pressure and meet deadlines

• Strong written and verbal communication skills

• Solid client relationship management skills

• Strong project management skills

• Ability to multi-task and work in a self-directed manner

• Excellent communication and organization skills

• Analytical analysis and trending capabilities

• Experience implementing solutions on behalf of the customer or client, improving productivity and customer satisfaction

• Demonstrated collaboration skills

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