What are the responsibilities and job description for the Client Services Associate position at Ascendo Resources?
About the Company
A 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 Role
In 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.
Responsibilities
- Create and maintain reports for clients, consultants, and prospective clients
- Assist in the preparation of RFP responses and questionnaires, including drafting content, gathering data, and compiling detailed support materials
- Contribute to the development and execution of email campaigns
- Manage and update consultant databases
- Utilize third-party portfolio analysis tools to gather insights and generate reports
- Help prepare presentations and meeting materials for clients and consultants
Qualifications
Bachelor’s degree in Finance, Economics, Business, Math, or a related field
Required Skills
- At least 3 years of experience in a professional office setting, preferably within the finance industry
- Previous exposure to RFPs and related processes preferred
- Experience with portfolio analysis and performance data is a plus
- Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, Access, and Outlook
- Strong organizational and time management skills
- Ability to work collaboratively in a team-oriented environment
Preferred Skills
The ability to work effectively in a fast-paced environment is essential.
Pay range and compensation package
The firm offers a supportive, intellectually stimulating work environment, competitive compensation, and a healthy work/life balance.
Equal Opportunity Statement
Include a statement on commitment to diversity and inclusivity.
Salary : $75,000 - $100,000
