Client Experience & Operations Associate

CitiStaffing; Connecticut; On-site; USD 55,000 - 75,000; Full time

Job summary

Premier Asset Management is seeking an Associate to support the Client Service Department by ensuring clients receive excellent service and that the team achieves strategic goals.

You will set goals, brainstorm execution, manage multiple initiatives, coordinate with clients and internal stakeholders, and be the first point of contact for client requests. Strong organization and communication are essential.

Qualifications

• Bachelor’s degree with strong academic record preferred.
• Experience in financial services or a professional business environment is a plus, though not required.
• Effective written and oral communication skills with strong attention to detail.
• A high degree of proficiency in Outlook, PowerPoint, Word and Excel; general comfort with learning and using new software tools.

Responsibilities

• Partner with your team’s Client Advisor to understand client goals and translate the business plan while providing administrative and calendar support.
• Act as the first point of contact for all incoming client inquiries via email or phone.
• Coordinate tasks, activities and collaboration sessions to meet client needs from visualization to scheduling.
• Facilitate synchronization and communication across the team, by tracking and reporting on status of key activities and keeping knowledge repositories up to date (i.e. CRM).
• Ensure team and key stakeholders are prepared for all client interactions (i.e. presentations, prep notes, technology).
• Coordinate logistics for clients and team, including travel strategy, events and presentation materials.
• Anticipate and resolve problems efficiently and independently.
• Work with other teams on projects to improve departmental operations.

Education

Bachelor’s degree

Tools

Outlook

PowerPoint

Word

Excel

Job description

Premier Asset Management is seeking an Associate to support the Client Service Department by ensuring clients receive excellent service and that the team achieves strategic goals.

You will set goals, brainstorm execution, manage multiple initiatives, coordinate with clients and internal stakeholders, and be the first point of contact for client requests. Strong organization and communication are essential.