Client Services Associate
Client Services Associate
Westchester-based Family Wealth Management firm seeks Client Services Associate. We are a fast-growing, multi-billion-dollar management firm focused on high-net-worth and ultra-high-net-worth families and individuals.
- Responsible for the preparation of RFPs, DDQs, consultant questionnaires, and other due diligence requests, including some investment content writing and working with a cross-functional team to obtain all the necessary information, ensuring that the final product is accurate and timely
- Manage, update and maintain RFP data base to ensure accuracy of proposal responses
- Participate in product marketing and product rollouts (from project management to collateral distribution)
- Respond to and coordinate requests in connection with product distribution
- Actively use our Client Relationship Management (CRM) database, updating investor relations and business development activities
- Assist with various other projects and analysis
- Provide support to other IR team members who respond to investor data inquiries / information requests
- Support development and execution of investor events, including Annual Meeting and quarterly webcasts.
Requirements
- BA or BS degree, preferably in Finance / Economics or related field
- 2-5 years relevant experience; desired experience includes institutional asset management (specifically, alternative investments) client service, financial marketing support, RFP writing, investment consulting, etc.
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