Client Service Coordinator

3 weeks ago

Portsmouth, United States Prime Buchholz Full time
Job DescriptionJob DescriptionDescription:

Are you looking to start a career with an investment firm committed to diversity, inclusion, sustainability, and Corporate Social Responsibility? Then this might be the fit for you


The job

The Client Service Coordinator is an introductory position in the investment industry offering multiple career paths and long-term growth. As a CSC, your role is to support our consulting work by efficiently and accurately facilitating the compilation and distribution of client reports, projects and deliverables. You will be responsible for supporting an internal team of investment professionals while providing outstanding support to a variety of clients. This position is based in Portsmouth, NH.


What you’ll do

  • Formatting, proofreading, editing, and assembling client communications, including quarterly reports, investment manager commentary, meeting materials, and special projects
  • Utilizing and maintaining planning and scheduling tools to efficiently perform tasks, including coordinating manager presentations, teleconferences, and scheduling client quarterly reports
  • Accurately maintaining the client investment committee lists; soliciting and gathering information quarterly from clients or as needed, along with updating applicable systems to ensure distribution lists are accurate
  • Supporting team members including offsite consultants and other teams to achieve an efficient and effective workflow process that exceeds client expectations
  • Assisting with and supporting ad hoc projects across the Client Services team and performing other related duties as assigned
What you’ll bring
  • Bachelor’s degree preferred; Finance, Business, Marketing or Communications preferred
  • One to three years of related work experience in a professional office environment
  • Excellent attention to detail, strict adherence to deadlines, and advanced problem-solving skills on a consistent basis
  • Must be a team player with effective time management skills and the ability to multi-task
  • Intermediate to advanced experience in PowerPoint, Excel, Word and Outlook
  • Exceptional written and verbal communication skills with a keen eye for proofreading

What We Offer

At Prime Buchholz, we ask a lot of our employees, which is why we give so much in return. In addition to your competitive salary and annual bonus, medical/dental/vision plan, we'll shower you with perks, including:

  • Flexibility: Two days a week, feel free to skip the commute and hit your deadlines from home.
  • Savings: No one wants to work forever. Our generous 401(k) match and profit sharing will help those goals become a reality.
  • Community: Matching charitable contributions and paid time off to volunteer at charities near and dear to your heart.
  • Time: Balance work and play with our rich paid time off and 11 paid holidays. Planning to start or grow your family? We have time off for that too.

Prime Buchholz is an equal opportunity employer and does not discriminate based on race, color, gender, religion, age, sexual orientation, gender identity, gender expression, national or ethnic origin, disability, neurodiversity, marital status, veteran status, or any other category protected by law.

About Prime Buchholz

Prime Buchholz LLC was established in 1988 and has grown to become a leading, completely independent investment consulting firm advising more than 260 institutional clients. Headquartered in Portsmouth, NH—with offices in Boston and Atlanta—Prime Buchholz was one of the first investment consulting firms to develop in-depth expertise in alternative investments such as hedge funds, private equity, and real assets.

Our clients include educational endowments, private and public foundations, cultural and religious organizations, health care and insurance organizations, pension plans, and high-net-worth families. We work closely with our clients to create, implement, and monitor investment policies and asset allocation strategies intended to meet their unique investment goals.

Requirements:


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