Client Service Associate
The Associate contributes to proposal production and provides routine updated information on marketing and sales related presentations, and incoming requests for information from both clients and management. The position reports to the Director of Client Service and Marketing.
Responsibilities include:
- Produce and distribute routine, monthly customized client information requests and reports
- Work closely with portfolio managers and research analysts to create portfolio attribution reports and summaries
- Assist in the production and distribution of corporate quarterly reports to clients
- Serve as the primary point of contact with clients and consultants for routine communication and operational issues
- Populate and maintain qualitative and quantitative information in consultant databases
- Ensure that Pivotal (Client Relationship Management software) reflects updated, accurate client contact information, material communication records and activity postings.
- Coordinate the setup of new accounts
Qualifications include:
- Bachelor's degree (in finance-related field preferred)
- 1-3 years of experience in a financial services firm
- Proficiency in MS Word, Excel, and Powerpoint
- Excellent written and oral communication skills
- Strong organizational abilities and attention to detail
- Flexible team player able to work on multiple projects
Position is located in Plymouth Meeting, PA. Relocation will not be considered at this time.
If you are interested in expressing an interest in this position, please visit http://jobs.bnymellon.com/ and enter Job # 1112293.
June 4, 2009
• Tags: Asset Management jobs and careers in USA, Client Service Associate • Posted in: Financial