Client Service Associate

Key Responsibilities:

Initial drafting of Request for Proposal (RfP) documents, which will include collation of data and information and liaising with various internal departments,
Screening, researching, providing information about prospective clients,
Preparation of presentations in advance of meetings,
Support the client follow up process, including taking responsibility for collating and writing information and materials to be sent to the prospect or client,
Accessing and providing investment data from systems and other departments to obtain information as requested by a client or prospect or their advisers,
Build and develop strong relationships with the other Client Services Analysts, Client Team Directors and all other internal departments such as Portfolio Management, Investment Strategy and Research.

Requirements:

Strong writing, research, and analysis skills; ideally experience of conducting independent research,
Comfortable interpreting numerical data and quick to understand complex concepts,
Excellent communication and interpersonal skills, works well in a team,
Problem-solving skills,
Excellent attention to detail.