Client Relations Associate

1 week ago


Newtown, Pennsylvania, United States AllStar Staffing Group Full time
Client Relations Associate

We are seeking a highly organized and detail-oriented Client Relations Associate to join our team at AllStar Staffing Group. This is a full-time direct hire opportunity.

Key Responsibilities:

  • Provide exceptional support to senior investment consultants and their client accounts.
  • Maintain direct contact and coordinate data flow with corporate headquarters, including the performance reporting department and investment consultants.
  • Formulate agendas for client meetings, requiring coordination with investment consultants and clients.
  • Send notifications relating to the hiring of new investment managers, communicating with client administrators, legal counsel, and custody banks.
  • Draft, amend, or modify client investment policy statements.
  • Compile information for investment transactions, communicating necessary steps to implement asset transfers with clients, monitoring transaction progress, and tracking completion.
  • Prepare asset allocation reporting for client meetings.
  • Review draft client reports with other departments, communicate changes, and make proactive recommendations to investment consultants.
  • Other project-based work.

Requirements:

  • Detail-oriented and able to multitask.
  • 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.


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