Client Services Analyst recruitment
Responsibilities will include:
- Frequent interaction with Marketing Representatives as well as all other departments, including: Marketing Operations, Portfolio Analysis Reporting, Legal, Compliance, Accounting and Portfolio Management to assist investor needs
- Serving as a point of contact in responding to investor inquiries
- Supporting investor requests and needs
- Evaluating requests against established disclosure rules
- Learning firm’s products and operational structure in order to draft responses
- Assist in the preparation of client reviews and other client meetings through preparing agendas, custom collateral, meeting briefing packets, etc.
- Creating materials for firm’s funds, including: talking points, web cast materials and product commentary
- Gaining a thorough knowledge of the legal, accounting, compliance and investment aspects of the investment products offered by the firm
Required Skills and Qualifications:
- BA or BS from a leading undergraduate institution
- Familiarity with investment finance and/or asset management concepts
- Strong analytical skill set; proficient with Excel and Access
- Ability to exercise appropriate judgment regarding investor requests, and to interact with internal and external clients
- Series 7 and 63 licensed, or ability to acquire licenses in a compressed timeframe
- Outstanding initiative/ self-starter
- Excellent oral and written business communication skills
- Superior attention to detail and extremely well organized
- Team-oriented and collaborative
If you are qualified for the position, please submit your resume as a Microsoft Word attachment. Only qualified candidates will be contacted.
May 6, 2012
• Tags: Client Services Analyst recruitment, Investor Relations, PR careers in the USA • Posted in: Financial