Client Servicing & Sales Specialist

Software Guidance & Assistance, Inc., (SGA), is searching for a Client Servicing & Sales Specialist for a Contract assignment with one of our premier Investment Management clients in Princeton, NJ. This is a hybrid role with 4 days onsite per week.

Responsibilities:

• Coordinate the completion of new business RFPs and DDQs for US retail separately managed accounts (SMAs), and models in a professional, accurate and timely manner
• Serve as the primary point of contact for relationship managers, sales teams and sales support teams who have received RFPs and DDQs from their clients
• Collaborate closely with other RFP team members across the business to ensure consistent and high-quality responses
• Ensure continuous improvement of team processes and drive innovative use of resources.
• Provide support to the maintenance and audit of core content in the RFP content management system

Skills:

• 0-2 years financial services experience in a similar role or function
• Experience processing and writing RFP and DDQ for Separately Managed Accounts a plus
• Exhibits a client-focused attitude and be dedicated to offering the highest level of client service
• Proactive team-player who understands that a highly organized team can drive better performance
• Ability to build and maintain strong relationships with stakeholders and colleagues at all levels
• Drive and determination, with a willingness to learn and innovate
• Ability to work independently with minimal guidance or supervision
• Demonstrates an aptitude for problem solving and shows willingness to go the extra mile for clients
• Possesses strong organizational and analytical skills, with good attention to detail
• Ability to manage and control priorities to meet deadlines
• Good written and verbal communication skills
• Knowledge in Microsoft software such as Outlook, Word, Excel and PowerPoint

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company to request an accommodation or assistance regarding our policy.

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