Client Service Associate Client Service Associate …

Renaissance Technologies
in New York, NY, United States
Permanent, Full time
Be the first to apply
Competitive
Renaissance Technologies
in New York, NY, United States
Permanent, Full time
Be the first to apply
Competitive
Client Service Associate
Duties and Responsibilities:
  • Write and edit responses to client requests for information and due diligence questionnaires (DDQs), interfacing with internal groups to obtain the requisite information
  • Maintain databases on a monthly and quarterly basis
  • Create client presentations and performance reports as needed
  • Answer ad hoc requests and assist with investor subscription and redemption processing
  • Edit and update marketing materials and company website text
  • Manage workflow of data requests and projects
  • Stay informed of the latest developments in the industry
  • Work with colleagues to craft disclosures on products offered

Skills, Qualifications, and Experience:
  • 2 or more years of client service or investor relations experience writing responses to client requests for information and DDQs at an asset management firm
  • Ability to work in a fast-paced environment while adhering to strict deadlines and producing quality work
  • Excellent oral and written communication and computational skills
  • Proficiency in Microsoft Office, particularly Excel, and familiarity with Adobe InDesign or similar software
  • FINRA Series 7 license (currently or within 6 months after hire)
  • BA or BS degree

Location: New York, NY
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