A company is looking for a Senior Client Service Associate for a contract position in the financial services industry. Key Responsibilities Assist in coordinating client transitions and account maintenance activities Support client communications and fulfill ad-hoc inquiries and requests Prepare client reports and presentations while participating in relevant departmental projects Required Qualifications Experience in asset management and financial services Willingness to exceed expectations and take initiative Strong organizational skills College / University degree preferred Direct indexing experience is a plus
Client Service Associate • Littleton, Colorado, United States