Senior Associate, Client Service - Asset Management

Location
New York, USA
Salary
Base Salary Plus Bonus
Posted
30 Dec 2022
Closes
29 Jan 2023
Ref
1695496
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Senior Associate, Client Service

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.

Responsibilities
  • 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, 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

Requirements
  • 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

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