Client Service Associate

7 days ago


Étreux, Hauts-de-France, United States Fanning Personnel Full time

Job Summary: Fanning Personnel seeks a Client Service Associate - Reports to support the production and delivery of high-quality client reports. The ideal candidate will have a strong background in investment management and excellent analytical skills.

About the Team: Our team is dedicated to providing exceptional client service and ensuring that our clients receive accurate and timely information. We are a dynamic and supportive team that values collaboration and open communication.

Responsibilities:

  • Produce and distribute recurring client and consultant reports for assigned accounts.
  • Communicate proactively with internal partners to manage deliverables, determine efficiencies, and uncover opportunities to provide a high level of client service.
  • Ensure consistency of report aesthetics relative to firm standards and accuracy/completeness of reports prior to distribution.
  • Manage legal and compliance procedures, including proper disclosures, archival, and filing of reports to meet firm and client requirements.
  • Analyze and articulate financial concepts from quantitative data.

Requirements:

  • Bachelor's degree; pursuit of a graduate degree and/or CFA a plus.
  • 2-4 years of experience in the investment management industry; reporting experience a plus.
  • Strong attention to detail.
  • Excellent written and verbal communication skills.
  • A strong service orientation and interest in client service.
  • Proven ability to multi-task and work well under pressure in a fast-paced environment.
  • Proficient in MS Excel.
  • Working knowledge of SQL, portfolio analytics software, and client reporting software, a plus.

Salary Range: $80,000 - $110,000 per year



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