Senior Client Services Officer

Employer
Massachusetts Pension Reserves Investment Management Board (PRIM)
Location
Boston, Massachusetts
Salary
competitive
Posted
Dec 10, 2020
Closes
Feb 08, 2021
Industry Sector
Asset Management
Certifications
CFA Charterholder
Employment Type
Full Time
Education
Masters

Senior Client Services Officer
Pension Reserves Investment Management Board (PRIM)
Boston, MA

General Description

The Massachusetts Pension Reserves Investment Management Board (PRIM) seeks a Senior Client Services Officer.  Reporting to the Director of Client Services, the Senior Client Services Officer will support the day-to-day management of PRIM’s client relationships with 100+ Massachusetts public employee retirement systems and State Retirement Benefits Trust Fund (SRBTF) accounts.   Successful candidates will be proactive self-starters with strong communication skills and the ability to establish and maintain strong working relationships with PRIM’s clients, employees, and service providers.

Responsibilities and Duties

  • Lead meetings with current and prospective clients
  • Respond to client and consultant requests for information
  • Assist in the preparation of client presentations and quarterly newsletters
  • Plan and organize the biennial client conference
  • Attend and participate in semi-annual Massachusetts Association of Contributory Retirement Systems (MACRS) conferences

Minimum Qualifications

  • Bachelor’s degree required; MBA/CFA preferred
  • 10+ years relevant client service/investor relations experience
  • Strong financial background including an understanding of alternative asset classes
  • Ability to explain complex market conditions, investments, and fund performance to a wide range of client boards and committees
  • Ability to travel to client meetings throughout the Commonwealth (approximately 40% of the time)
  • Strong analytical skills
  • Ability to multi-task and prioritize workflow in a fast-paced environment
  • Excellent written and oral communication skills and the ability to interact with all levels within an organization

 

It is the policy of Pension Reserves Management Board to afford equal employment opportunity to all qualified persons regardless of race, color, religious creed, national origin, ancestry, age, military status, sexual orientation, disability, genetic information, gender identity, gender expression or gender unless based upon a bona fide occupational qualification.