Wall Street Personnel

Client Services Associate

Job Type: Full Time Part Time
Job Location: West LA

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

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