Search Jobs
Find your next opportunity here.
Client Service Associate
Posted: 04/01/2026
Employment Type:
Direct Hire
Industry: Customer Service Representative
Job Number: 44350
Pay Rate: 120,000
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, and questionnaires. 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, and questionnaires. Â
Responsibilities include:
- Produce client, consultant, and prospective client reports
- Assist in preparing and 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 administrative experience in a fast-paced corporate financial services office environment,Â
- Experience with RFP support desired
- Exposure to portfolio and/or performance analysis software a plus
- Familiarity with investment performance and portfolio characteristics data is a plus
- Attention to detail
- Strong project and time management skills
- Excellent computer skills including Word, PowerPoint, Access, Excel and Outlook
- Team-player
Â
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.
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.About Florham Park, NJ
Ready to seize new career opportunities in bustling Florham Park, New Jersey? Nestled in Morris County, this vibrant area offers a perfect blend of urban amenities and suburban charm. With its proximity to New York City, top-notch schools, and a thriving business community, Florham Park provides an ideal backdrop for professional growth. Explore job listings in this picturesque region known for its historic landmarks like the Frelinghuysen Arboretum, varied cuisine options, and rich cultural scene featuring the Morris Museum and Theatre. Don't miss out on joining this dynamic community; your dream career awaits!