Client Services Analyst

An independently owned New York-based real estate investment management firm is seeking a Client Services Analyst to work within the Research and Production department. Client Services is responsible for all client communication for Sentinel's commingled and separate accounts. Beyond client-specific functions, Client Services also works on consultant questionnaires and other requests for information. Client Services works closely with Research, Production, Portfolio Management, Investor Services and Finance.As a client services analyst, you will assist the First VP/Client Services in preparing and distributing quarterly investor statements and reports and all other client and prospective client materials.Responsibilities:What You'll DoAs an Analyst, you will provide administrative and analytical support to the First VP/Client Services as needed. Responsibilities include:Update client transactions (i.e. investment histories) in Sharepoint and Dynamo on a quarterly basis.Provide support to senior staff team members, as well as other members of the firm.Maintain and organize client correspondence and documents in Sharepoint and Dynamo.Send quarterly client statements and reports.Manage client database by regularly updating CRM Software.Ad hoc Excel projects.Additional duties as assigned.You will have the opportunity to advance and learn new skills. Qualifications:More About You:Required:Minimum of 1 year of related experience working in a detail oriented, client servicing role.A team player with excellent communication skills.Strong organizational and multi-tasking ability, including excellent tracking and follow-up.Detailed-oriented.Flexibility and willingness to adapt to changes.Self- starter, eager, motivated.Understanding of the importance of client servicing (internal and external clients) with strong written and verbal communication.Proficiency in Microsoft Office (Word and Excel)Proficiency in Dynamo (CRM Software) a plus, but will train.Bachelor's degree.

Created: 2025-03-03