Institutional Client Services Senior Associate
2 weeks ago
Institutional Client Services Senior Associate
Our client, a financial services firm located in Radnor, is seeking an Institutional Client Services Senior Associate to join their team.
The Client Services Senior Associate will assist the outside sales group with managing consultant, client, and prospect relationships, along with providing marketing support.
Responsibilities:
- Serving as main internal contact for consultant, client, and prospective relationships
- Cultivating and maintaining strong relationships
- Providing current clients and prospective investors with investment data, including factsheets and review materials Performing ad hoc competitor analysis and meeting prep/summaries
- Developing strong internal relationships to ensure met needs of clients and prospects
- Assisting with asset custody, legal and compliance, contact lists and reporting, and other operational requests
- Reviewing RFP responses, DDQs, and other reports and disclosures in collaboration with Proposals Management Team
Skills/Competencies:
- Bachelor’s degree; Business, Marketing, or Finance preferred
- 3 plus years’ in a similar role, with some Institutional (pension, foundation, endowment) experience
- Salesforce experience preferred
- Proficiency with Microsoft Word and Excel (V lookups, pivot tables)
- Strong communications skills
- Excellent attention to detail
- Strong time management and organizational skills
Additional Details:
Compensation: To $90k
Employment Type: Direct Hire
Outstanding benefits
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