Client Relations Associate
Company: Pelham Berkeley Search
Location: Greenwich
Posted on: April 6, 2021
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Job Description:
Client Relations Associate role available with a high end
mid-sized Asset Management Company. In summary, you will join a
small tight-knit Client Relations team responsible helping the firm
maintain, support and foster investor accounts: You will work
closely with relationship managers, investment, trading, and
operations teams, as well as outsourced fund administration parties
to ensure the timely and accurate responses to all client requests
and inquiries. You will handle monthly, quarterly, annual and
ad-hoc materials for client reporting, new accounts and cash flow
processing for investors. You will need to understand not only all
aspects of the client accounts from an operational, legal,
compliance and general product related perspective, but also have
the ability to identify, assess, manage and escalate high level
client requests ensuring client satisfaction and retention. You
will need to think strategically, proactively developing ways that
the Client Services team can enhance the overall client experience,
increase efficiencies and provide best in class client service.
This is a highly visible position where you will interface with
sophisticated high level operations and investment professionals
within the firm and enterprise institutional and high net worth
investors. This is a full-time direct hire role with an
organization that celebrates and welcomes diversity and is
committed to creating an inclusive environment. The Firm-- offers a
competitive compensation package in addition to very strong
benefits package. Requirements include: 2+ years buy-side industry
experience with an asset management firm/ hedge fund / mutual fund,
including client relationship management/client services/operations
Strong knowledge of the financial markets, institutional markets,
product vehicles such as separately managed accounts, commingled
funds and mutual funds with a focus on developing product knowledge
and competitive analysis skills Ability to create, build, and
maintain positive working relationships The successful candidate
will be organized, quantitative, with consistently strong attention
to detail. Completed Bachelor' s degree required
Keywords: Pelham Berkeley Search, Greenwich , Client Relations Associate, Other , Greenwich, Connecticut
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