10 Client Services Associate Jobs in White Plains, NY
Coda Search│Staffing is Hiring a Client Services Associate Near White Plains, NY
Client Services Associate
Westchester-based Family Wealth Management firm seeks Client Services Associate. We are a fast-growing, multi-billion-dollar management firm focused on high-net-worth and ultra-high-net-worth families and individuals.
• Responsible for the preparation of RFPs, DDQs, consultant questionnaires, and other due diligence requests, including some investment content writing and working with a cross-functional team to obtain all the necessary information, ensuring that the final product is accurate and timely
• Manage, update and maintain RFP data base to ensure accuracy of proposal responses
• Participate in product marketing and product rollouts (from project management to collateral distribution)
• Respond to and coordinate requests in connection with product distribution
• Actively use our Client Relationship Management (CRM) database, updating investor relations and business development activities
• Assist with various other projects and analysis
• Provide support to other IR team members who respond to investor data inquiries/information requests
• Support development and execution of investor events, including Annual Meeting and quarterly webcasts.
Requirements • BA or BS degree, preferably in Finance/Economics or related field
• 2-5 years relevant experience; desired experience includes institutional asset management (specifically, alternative investments) client service, financial marketing support, RFP writing, investment consulting, etc.
Job Summary
Full Time
$67k-87k (estimate)
06/16/2024
07/01/2024
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
02/03/2022: Oklahoma City, OK
Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
03/03/2022: Brownsville, TX
Client services representatives manage client relationships and provide customer support.
03/31/2022: Pierre, SD
A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
01/29/2022: Bridgeport, CT
Provided daily financial transaction services for clients while delivering excellent customer care.
03/18/2022: Lincoln, NE
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
04/05/2022: Washington, DC
Client services associates also should have strong math, time management and critical thinking skills.
01/22/2022: Pine Bluff, AR
These associates provide administrative and client support to financial advisers.
03/03/2022: Jacksonville, FL
Client Services Associate must be excellent communicators capable of leading a team.
02/25/2022: Jackson, MS
And strong client relations skills are key to building and maintaining long-lasting business relationships.
01/26/2022: Provo, UT
Step 3: View the best colleges and universities for Client Services Associate.
