Client Service Associate
7 days ago
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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