Client Services Associate
: 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/yr

Direct message the job poster from Ascendo Resources

Please 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 Company

A 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 Role

In 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.

Responsibilities

• Create and maintain reports for clients, consultants, and prospective clients
• Assist in the preparation of RFP responses and questionnaires, including drafting content, gathering data, and compiling detailed support materials
• Contribute to the development and execution of email campaigns
• Manage and update consultant databases
• Utilize third-party portfolio analysis tools to gather insights and generate reports
• Help prepare presentations and meeting materials for clients and consultants

Qualifications

Bachelors degree in Finance, Economics, Business, Math, or a related field

Required Skills

• At least 3 years of experience in a professional office setting, preferably within the finance industry
• Previous exposure to RFPs and related processes preferred
• Experience with portfolio analysis and performance data is a plus
• Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, Access, and Outlook
• Strong organizational and time management skills
• Ability to work collaboratively in a team-oriented environment

Preferred Skills

The ability to work effectively in a fast-paced environment is essential.

Pay range and compensation package

The firm offers a supportive, intellectually stimulating work environment, competitive compensation, and a healthy work/life balance.

Equal Opportunity Statement

Include a statement on commitment to diversity and inclusivity.

Seniority level

• Seniority level Associate

Employment type

• Employment type Full-time

Job function

• Job function Finance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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