Florham Park,
NJ
07932
US
Posted: 03/07/2023
2023-03-07
2023-04-22
Employment Type:
Direct Hire
Job Number: 39767
Pay Rate: 80,000
Job Description
Client Service Associate
As a member of the Client Service and Business Development Group,
Responsibilities include:
- Produce client, consultant, and prospective client reports
- Prepare response documents to questionnaires and RFPs
- Down load data and Update consultant databases
- Using third-party portfolio analysis systems
- Assist in preparation for client, consultant, and prospective client meetings
This position requires a skilled professional who has 3-4 years of strong analytical skills, shows an exceptional attention to detail, and is a good communicator.
Requirements include:
- Bachelor’s degree, preferably in Finance, Economics, Business, Math or related field
- 3+ years of related experience in a fast-paced corporate office environment, preferably in the finance industry
- Experience with RFP presentation responses preferred
- 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, advanced Excel and Outlook
- Team-player
Paying a base salary of $80k-$85K
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