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Client Relations Associate/Financial Services

1 month ago

Newtown, United States AllStar Staffing Group Full time

We have an immediate need for a Client Relations Associate at a leading financial services company conveniently located in Newtown, PA. This is a full time direct hire opportunity.


Job Duties Include:

  • To provide day-to-day support to multiple senior investment consultants and their client accounts.
  • To maintain direct contact and coordinate data flow with corporate headquarters including the performance reporting department and investment consultants.
  • To formulate agendas for client meetings, as needed. This process requires coordination both internally (with the investment consultant) and externally (with the client). Based on the final agenda, the Associate is responsible for inviting other investment professionals to the meeting.
  • To send notifications relating to the hiring of a new investment manager. This process requires the Client Relations Associate to communicate details with the client administrator, legal counsel, and custody banks.
  • To draft, amend, or modify client investment policy statements.
  • To compile information needed to process investment transactions. The Associate is responsible for communicating the necessary steps to implement asset transfers with the client, monitors the various stages of the transaction once it is in process and tracks its progress through completion.
  • To prepare asset allocation reporting for client meetings.
  • To review draft client reports with other departments of the firm, communicate any changes, and make proactive recommendations to the investment consultant for client consideration.
  • Other project-based work


Job Requirements Include:

  • Detail-oriented and possess the ability to multi-task.
  • Strong communication and organizational skills
  • Possess a strong work ethic and work well in a team environment
  • Proficient in Microsoft Office (Excel, Word, PowerPoint, and Outlook) as well as Adobe.
  • Candidate must have a business degree from a four-year college or university.
  • 4-10 years of relevant experience