Client Services Analyst

4 weeks ago


New York, United States Coda Search│Staffing Full time

Our client, a leading private equity firm, is looking to add a Client Services Analyst to their growing New York City team. The role itself will be a mix of Fund reporting, capital calls, interfacing with third party administrator, preparing client account summaries, and RFPs/ RFIs.


The ideal candidate will have 1-3 years of experience in a client facing role.


Requirements:

  • Bachelors degree
  • Experience working with CRM database systems; experience with Salesforce a plus
  • Strong Excel skills
  • Must be motivated, self-directed and proactive
  • Excellent organizational skills and strong attention to detail

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