Our client, a San Francisco based Alternative Investment firm, is looking for a Client Services Associate to join their growing team. Responsibilities will focus on providing support to the firm’s institutional clients which will include collaborating with the Client Services team in preparing attractive proposals and presentations for new business opportunities, service operations and reporting, and supporting senior members of the firm’s Client Portfolio Management team in response to prospects’ inquiries.
About the Role
About You
Qualified candidates please send your resume to Katherine Eskandanian-Yee: katherine@agency360sf.com
Agency360 thanks you for your interest and wishes you much success in your search.
About the Role
- Collaborate with other Client Service team members and Client Service Director, Relationship Managers and Client PMs to describe strategy performance and support client needs.
- Serve as a point of contact for client and prospective investor requests and coordinate internal efforts across multiple departments to support client and prospect needs
- Manage monthly commentary, quarterly data, PMAPS database, CRM notes, employee profiles, etc.
- Prepare consultant reporting and due diligence questionnaires
- Audit website and consultant databases to ensure accuracy of information
- Support Business Development team on asset raising initiatives by providing timely and accurate updates
- Research and analyze institutional and retail marketing segments, demand trends, and competition and present enhancement ideas to senior management
- Collect and retain market intelligence from sales team
About You
- BA/BS from a competitive and top rated undergraduate program
- Minimum 2 years of experience in the investment management industry
- Understanding of the investment management business and marketplace
- Excellent communication skills, both written and verbal
- Strong organizational skills and the ability to multi-task with competing deadlines
- Strong project management and analytical skills
- Strong presentation skills
- Experience with MS Office (Access, Excel, Outlook, Word, PowerPoint) and MS CRM
Qualified candidates please send your resume to Katherine Eskandanian-Yee: katherine@agency360sf.com
Agency360 thanks you for your interest and wishes you much success in your search.