Client Service Associate
- Victory Capital Management
- San Antonio, Texas
- Victory Capital Management offers great benefits and a competitive compensation package.
- 18 Jan 2023
- 17 Feb 2023
- Job Function
- Relationship Management
- Industry Sector
- Asset Management
- Employment Type
- Full Time
Client Service Associate
Victory Capital | San Antonio, TX About Victory Capital:
Victory Capital is a diversified global asset management firm. We operate a next-generation business model combining boutique investment qualities with the benefits of a fully integrated, centralized operating and distribution platform. Victory Capital provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. With 10 autonomous Investment Franchises and a Solutions Platform, Victory Capital offers a wide array of investment styles and investment vehicles including actively managed mutual funds, separately managed accounts, active ETFs, multi-asset class strategies, custom-designed solutions and a 529 College Savings Plan.
General Summary and Purpose:
Victory Capital is looking for a person with history working in the Asset Management field to join our Solutions Team in San Antonio, TX. You will serve as a Client Service Associate for the team’s institutional clients, fostering strong relationships and responsible for periodic and ad hoc reporting.
- Build and preserve trusting relationships with our clients. Prepare and provide monthly or quarterly client reporting. Manage ad hoc data requests from clients and partners. Maintain a deep knowledge of our products. Provide insights and commentary on strategies and the market environment. Collaborate with Team members and across departments to deliver standard and required information. Consider opportunities to cross sell current clients. Keep records and documentation of client interactions. Potential to participate in other sales or marketing activities.
- Bachelor's degree in Accounting, Finance, Marketing, Communications, or related field. Experience using Salesforce, Excel, Power Point, Word and Outlook. 3+ years' experience in asset management industry or in a related financial field preferred. Evidence of interest in the asset management field including pursuit of advanced degrees (CFA, CFP, CAIA, CIMA) or general market knowledge. Excellent communication skills and customer-oriented mindset. Must work well independently and collaboratively. Strong writing skills. May be asked to travel for client reviews and other events.
Victory Capital Management offers great Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, and a 401k plan with a generous employer match.
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.