Client Relations Associate/Financial Services

AllStar Staffing Group; Newtown (PA); On-site; USD 45,000 - 60,000; Full time

Job summary

A leading financial services company in Newtown, PA is seeking a Client Relations Associate for an immediate full-time position. The successful candidate will provide day-to-day support to investment consultants, handle client communication, and assist in drafting investment policy statements. Applicants should possess strong organizational skills, the ability to multi-task, and a business degree. Proficiency in Microsoft Office and Adobe is essential. This role is ideal for detail-oriented individuals who thrive in a team environment.

Qualifications

• Detail-oriented with the ability to multi-task.
• Strong work ethic and ability to work well in a team.

Responsibilities

• Provide day-to-day support to senior investment consultants.
• Coordinate data flow with corporate headquarters.
• Formulate agendas for client meetings.
• Communicate details with relevant parties about hiring new investment managers.
• Draft, amend, or modify client investment policy statements.
• Compile information for processing investment transactions.
• Prepare asset allocation reports for client meetings.
• Review draft client reports with other departments.

Skills

Detail-oriented

Strong communication skills

Organizational skills

Teamwork

Proficiency in Microsoft Office

Education

Business degree from a four-year college or university

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Adobe

Job description

We have an immediate need for a Client Relations Associate at a leading financial services company conveniently located in Newtown, PA. This is a full time direct hire opportunity.

Job Duties

• To provide day-to-day support to multiple senior investment consultants and their client accounts.
• To maintain direct contact and coordinate data flow with corporate headquarters including the performance reporting department and investment consultants.
• To formulate agendas for client meetings, as needed. This process requires coordination both internally (with the investment consultant) and externally (with the client). Based on the final agenda, the Associate is responsible for inviting other investment professionals to the meeting.
• To send notifications relating to the hiring of a new investment manager. This process requires the Client Relations Associate to communicate details with the client administrator, legal counsel, and custody banks.
• To draft, amend, or modify client investment policy statements.
• To compile information needed to process investment transactions. The Associate is responsible for communicating the necessary steps to implement asset transfers with the client, monitors the various stages of the transaction once it is in process and tracks its progress through completion.
• To prepare asset allocation reporting for client meetings.
• To review draft client reports with other departments of the firm, communicate any changes, and make proactive recommendations to the investment consultant for client consideration.
• Other project-based work

Job Requirements

• Detail-oriented and possess the ability to multi-task.
• Strong communication and organizational skills
• Possess a strong work ethic and work well in a team environment
• Proficient in Microsoft Office (Excel, Word, PowerPoint, and Outlook) as well as Adobe.
• Candidate must have a business degree from a four-year college or university.