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Client Service Associate

Florham Park, NJ 07932

Posted: 03/07/2023 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

Meet Your Recruiter

Stephanie Blaszkowiak

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