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The Panther Group
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Client Service Associate
Posted: 02/25/2025
2025-02-25
2025-07-20
Employment Type:
Direct Hire
Industry: Customer Service Representative
Job Number: 42917
Job Description
Client Service Associate
Seeking an energetic articulate individual to work in a Client Service and Business Development Group. This professional will prepare client, consultant, and prospective client reports, analyses, questionnaires, and reply to RFPs. Â
Responsibilities include:
This position requires a skilled professional who has strong analytical skills, shows exceptional attention to detail, and is a good communicator.Â
Requirements include:
Â
Seeking an energetic articulate individual to work in a Client Service and Business Development Group. This professional will prepare client, consultant, and prospective client reports, analyses, questionnaires, and reply to RFPs. Â
Responsibilities include:
- Produce client, consultant, and prospective client reports
- Assist in preparing and managing RFPs and questionnaires by drafting responses, producing requested data and reports, and assembling detailed support information
- Assist in preparing and managing email campaigns
- Update and help manage consultant databases
- Use third-party portfolio analysis systems to gather data and create reports
- Assist in preparing materials for client, consultant, and prospective client meetings
This position requires a skilled professional who has strong analytical skills, shows exceptional attention to detail, and is a good communicator.Â
Requirements include:
- Bachelor’s degree, preferably in Finance, Economics, Business, Math or related field is required
- 3+ years of related experience in a fast-paced corporate office environment, preferably in the finance industry
- Experience with RFP support and response required
- Exposure to portfolio and/or performance analysis software a plus
- Familiarity with investment performance and portfolio characteristics data
- Attention to detail
- Strong project and time management skills
- Excellent computer skills including Word, PowerPoint, Access, Excel and Outlook
- Team-player
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Meet Your Recruiter
Ashley Dineen
Ashley Dineen has been with The Panther Group since 2009 and has worked within many areas of the company including payroll, compliance, on-boarding, recruitment, and client management.
Ashley is a mother of two and enjoys spending time with family in her spare time.
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