What are the responsibilities and job description for the Junior Client Service Writer position at TeamPeople?
Primary Function
Must be in office 3 days a week-Boston MA
Three-Month Contract-Could Extend
Client Investment Services has an open position for a writer on the Questionnaires Team, covering product and firm content.
The submittal of well-written questionnaires is often a critical step in the institutional sales and client reporting processes. To that end, the dedicated Questionnaires Team within Client Investment Services is responsible for the development of high-quality RFPs (Requests for Proposals), RFIs (Requests for Information), DDQs (Due Diligence Questionnaires), and other ad hoc questionnaires / deliverables that 1) assist in the procurement of new business; 2) meet the complex reporting requirements of current clients; and 3) accurately, clearly, and articulately describe the firm and its investment solutions.
Duties & Responsibilities
- Writing, coordinating, editing, and proofreading fixed income, equity and / or multi-asset questionnaires, working with subject matter experts across the firm
- Using Excel-based internal applications to run reports and data
- Developing an expertise in an assigned suite or suites of approaches to effectively craft and enhance responses
- Partnering with Investment Products & Fund Strategies to create, edit, and refine product-related questionnaires content; this includes, but may not be limited to, developing original content for new product text as well as proposing modifications to current product textMaintaining up-to-date product content in Qvidian (internal content library)
- Willingness to absorb overflow questionnaires and other work during peak periods, including, but not limited to, ad hoc requests, customized client reporting work, and data requests
Skills & Qualifications
Education & Experience
