Job Description

Our Client is a global investment management firm with $17B Assets Under Management (AUM) are seeking to hire an experienced CLIENT SERVICES ASSOCIATE to join their team working remotely for now with limited in-office presence required for essential meetings estimated at once every few weeks.

The Client Service Associate works directly with account executives by providing daily administrative support to team members as well as the marketing division.

The ideal candidate is dedicated to continuous personal and career growth, has a dynamic personality and keeps meticulous records. They have a minimum of 2 years’ experience providing administrative and marketing support within the financial industry, a BA in business administration and is a wizard in Excel.

Career Strategies Inc is a national staffing firm that provides temporary and direct hire staffing services to outstanding firms located throughout the United States. For over 30 years, we have helped thousands of talented candidates find fulfilling careers in a variety of industries including technology, entertainment, marketing, real estate, finance and accounting.

About the role:

• Work closely with senior members of the team
• Provide professional and superior level of client service
• Support for current and prospective client marketing efforts
• Assist in building the market presence of the Firm
• Coordinate client meetings and calls
• Prepare and organize presentations for client meetings
• Utilize Excel to create, update and send client reports in a timely manner
• Respond to client requests and inquiries in a timely, informative, and professional manner
• Participate in the on-boarding of new client accounts
• Relay client feedback to appropriate parties within the organization
• Develop and maintain strong working knowledge of processes and products
• Complete DDQ’s while coordinating with other departments, as needed
• Assist in completion of RFP’s
• Willing to work some overtime, as required
• Other duties as assigned