Client Service Associate Client Service Associate …

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