Client Services Associate - Ascendo Resources : Job Details

This range is provided by Ascendo Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range $80,000.00/yr - $110,000.00/yrDirect message the job poster from Ascendo ResourcesPlease read the role description prior to applying! This is a role focused on preparing a variety of client-facing documents and reports, supporting various RFP processes, and assisting with the development of materials for client meetings.YOU MUST HAVE THIS RFP EXPERIENCE TO BE CONSIDERED.About the CompanyA leading institutional asset management firm located near Livingston, NJ, is seeking a highly motivated and detail-oriented professional to join their Client Service and Business Development team.About the RoleIn this role, you will be responsible for preparing a variety of client-facing documents and reports, supporting RFP processes, and assisting with the development of materials for client meetings.ResponsibilitiesCreate and maintain reports for clients, consultants, and prospective clientsAssist in the preparation of RFP responses and questionnaires, including drafting content, gathering data, and compiling detailed support materialsContribute to the development and execution of email campaignsManage and update consultant databasesUtilize third-party portfolio analysis tools to gather insights and generate reportsHelp prepare presentations and meeting materials for clients and consultantsQualificationsBachelor's degree in Finance, Economics, Business, Math, or a related fieldRequired SkillsAt least 3 years of experience in a professional office setting, preferably within the finance industryPrevious exposure to RFPs and related processes preferredExperience with portfolio analysis and performance data is a plusProficient in Microsoft Office Suite, including Word, Excel, PowerPoint, Access, and OutlookStrong organizational and time management skillsAbility to work collaboratively in a team-oriented environmentPreferred SkillsThe ability to work effectively in a fast-paced environment is essential.Pay range and compensation packageThe firm offers a supportive, intellectually stimulating work environment, competitive compensation, and a healthy work/life balance.Equal Opportunity StatementInclude a statement on commitment to diversity and inclusivity.Seniority level Seniority level AssociateEmployment type Employment type Full-timeJob function Job function FinanceReferrals increase your chances of interviewing at Ascendo Resources by 2xInferred from the description for this job Medical insuranceVision insurance401(k)Get notified about new Client Services Associate jobs in Livingston, NJ .New York, NY $65,000.00-$110,000.00 6 days agoNew York, NY $35,000.00-$85,000.00 1 week agoNew York, NY $80,000.00-$95,000.00 4 hours agoNew York, NY $45,000.00-$50,000.00 1 week agoNew York, NY $55,000.00-$60,000.00 4 days agoClient Service Specialist (Morristown, NJ) Morristown, NJ $40,000.00-$80,000.00 1 week agoAssociate, Consulting Clients - (January 2026 Start) New York, NY $70,000.00-$80,000.00 1 day agoNew York, NY $35,000.00-$85,000.00 5 days agoNew York City Metropolitan Area $70,000.00-$75,000.00 5 days agoNew York, NY $55,000.00-$60,000.00 1 hour agoNew York, NY $92,933.00-$132,762.00 1 week agoNew York City Metropolitan Area $80,000.00-$90,000.00 1 day agoClient Services and Data Associate - Bronx Bronx, NY $49,980.00-$65,310.44 1 week agoNew York City Metropolitan Area $85,000.00-$110,000.00 3 weeks agoNew York, NY $75,000.00-$90,000.00 1 week agoNew York, NY $46,002.00-$51,178.00 5 days agoBrooklyn, NY $47,400.00-$71,000.00 6 days agoNew York, NY $95,000.00-$115,000.00 1 day agoNew York, NY $100,000.00-$140,000.00 2 weeks agoNew York, NY $60,000.00-$70,000.00 2 weeks agoNew York, NY $33,280.00-$85,000.00 3 days agoClient Services Associate, Private Equity New York, NY $110,000.00-$140,000.00 1 day agoNew York, NY $47,000.00-$78,000.00 6 days agoNew York, NY $65,000.00-$85,000.00 1 week agoWe're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr