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The Senior Associate, Client Service supports all aspects of the client servicing effort and is a key member of the Relationship Management team. The role includes day to day responsibility for assigned relationships and acts as the primary back-up to a Relationship Manager (RM) on all shared accounts.
Anticipate and address with RMs as well as independently to ensure the full range of client portfolio needs are met, account start-up and integration are completed seamlessly, and account and relationship issues are addressed promptly
Preparation of third-party correspondence including performance reports,Â quarterly questionnaires, audit responses, etc.
Prepare RM and key investment professionals for client meetings, including but not limited to a detailed review of presentation materials, coordination of relevant account information, in addition to compiling ad-hoc value-add material as appropriate
Organize and maintain client data in CRM system, audit existing client and account information and documentation, keep content and recipient information accurate and up to date
Update and maintenance of a web-based data collection system for reporting investor level performance data to Consultants
Serve as back-up for client service team members to ensure the needs of clients are met at all times
Effectively partner and collaborate with various teams, such as Marketing, Sales, Legal, Compliance, Operations and Investment Research to deliver top-tier service
Ability to lead and execute strategic projects to streamline and evolve client service processes
3-5 years of client service experience within the asset management industry
Intellectual curiosity, specifically toward the financial industry and active management
Established presentation skills and public speaking
Strong relationship builder, both internal and external, as well as demonstrate excellent people savvy skills
Excellent organization skills, resourceful and demonstrated ability to work both independently and in collaboration
Proven ability to exercise sound judgment and independent problem solving
Demonstrate ability to break down complex problems and offer solutions
Ability to complete work independently in a timely, accurate, and thorough manner
Superior verbal and written communication skills with client, prospects and colleagues
Extensive knowledge of the Microsoft Office Suite including Excel and PowerPoint; ability to learn other applications as required; Advent Portfolio Exchange and CRM experience (SalesForce) a plus
Internal Number: 1695496
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