Client Services Associate

About the CompanyA leading institutional asset management firm located in Livingston, NJ, is seeking a highly motivated and detail-oriented professional to join their Client Service and Business Development team.About the RoleIn this role, you will be responsible for preparing a variety of client-facing documents and reports, supporting RFP processes, and assisting with the development of materials for client meetings.ResponsibilitiesCreate and maintain reports for clients, consultants, and prospective clientsAssist in the preparation of RFP responses and questionnaires, including drafting content, gathering data, and compiling detailed support materialsContribute to the development and execution of email campaignsManage and update consultant databasesUtilize third-party portfolio analysis tools to gather insights and generate reportsHelp prepare presentations and meeting materials for clients and consultantsQualificationsBachelor's degree in Finance, Economics, Business, Math, or a related fieldRequired SkillsAt least 3 years of experience in a professional office setting, preferably within the finance industryPrevious exposure to RFPs and related processes preferredExperience with portfolio analysis and performance data is a plusProficient in Microsoft Office Suite, including Word, Excel, PowerPoint, Access, and OutlookStrong organizational and time management skillsAbility to work collaboratively in a team-oriented environmentPreferred SkillsThe ability to work effectively in a fast-paced environment is essential.Pay range and compensation packageThe firm offers a supportive, intellectually stimulating work environment, competitive compensation, and a healthy worklife balance.Equal Opportunity StatementInclude a statement on commitment to diversity and inclusivity.

Created: 2025-02-24