Senior Client Services Representative

Confidential Company  •  New York, NY

5 - 7 years experience  • 

$100K - $150K
Posted on 04/20/18
Confidential Company
New York, NY
5 - 7 years experience
$100K - $150K
Posted on 04/20/18

JOB DESCRIPTION

The Senior Client Services Representative will be responsible for:

  • Creating and analyzing customized performance, risk, and compliance reports for institutional clients and responding to ad hoc requests
  • Assisting in the development of client servicing materials and participate in client review meetings
  • Developing a sound understanding of clients’ investments goals and objectives and how investment capabilities may be of value to their respective portfolios
  • Participating in supporting in-house marketing effort, include: RFP’s, consultant research updates, and presentation materials

REQUIRED SKILLS

  • 5+ years of experience in Investment Advisory environment
  • Bachelor's Degree in a related field
  • CFA, CAIA and/or CEBS designations
  • Working knowledge of Portia, , Factset, Bloomberg, Salesforce, and Pages
  • Microsoft Office/Suite proficient (Access, Excel, PowerPoint, Word, etc.)
  • Solid problem solving and time management skills
  • Great interpersonal skills
  • Excellent communication skills (written and verbal)
  • Strong attention to detail
  • Highly organized

J143184

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