Asset Manager

Client Services Representative, New York, NY

Client Services Representative (New York, NY): Our client, a global asset manager with over $20B in AUM, is seeking a Client Service Representative to join their dynamic, loyal, and lean team.  


Key Points:

·         This is an exciting opportunity for an individual with a craving to learn and develop professionally to join an intimate team and ultimately support their Relationship Managers 

·         This role will focus on supporting a Relationship Manager’s efforts, collaborating with various teams in the firm including Portfolio Management, Finance, Operations, Compliance, and Trading  


·         The CSR will be responsible for preparing third-party correspondence including performance reports, quarterly questionnaires and audit responses; preparing Relationship Manager and key information for their client meetings

·         Working with the other team members to ensure the full range of client portfolio needs are met; assuring account start-up and integration are completed seamlessly; and addressing relationship issues promptly

·         Updating and maintaining a data collection system for reporting investor level performance data to consultants; organizing and maintaining client data in a CRM

·         Auditing existing client account information and documentation; facilitating annual regulatory mailings for the firm’s client base and serving as back-up for client service team when necessary to ensure the needs of clients are met 


·         2-4 years of financial experience, preferably within client service, operations, investment manager research or consulting; and an interest in obtaining an MBA or a CFA designation is desired  

·         Must have a proven ability to exercise sound judgement, independent problem solving and extensive knowledge in Microsoft Office Suite  

·         Desire to develop within the client services realm and be comfortable working with, speaking to, and interfacing with all levels of management internally and externally; this is also a great opportunity for an individual seeking to develop presentation skills, possesses strong organizational and communications skills 

·         A Bachelor’s degree required

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