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Client Services Associate

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Job Type
Direct Hire
Feb 16, 2017
Job ID
Client Service Associate
Our Client, a prestigious equity management firm based in Morris County New Jersey is seeking an energetic, dynamic individual to work in their Client Service and Marketing Group.  This professional will prepare client, consultant, and prospect reports, analyses, questionnaires, and RFPs.  

About The Job:
  •  Preparing reports, questionnaires, RFPs
  • Compiling and analyzing data for client, consultant, and prospect reports
  • Updating consultant databases
  • Using third-party portfolio analysis systems
  • Assisting in preparation for client, consultant, and prospect meetings
 About You 
This position requires a skilled professional who has strong analytical skills( data intensive role), shows exceptional attention to detail, and is a good communicator.  
 Bachelor’s degree, preferably in finance, economics, or related field
  • 4+ years of related experience in a fast-paced corporate office environment in the financial services industry
  • Exposure to portfolio and/or performance analysis software a plus
  • Strong analytical skills
  • Attention to detail
  • Strong project and time management skills
  • Excellent computer skills including Word, PowerPoint, Access, Excel, Outlook and CRM systems
  • Team-player