Client Relations Associate: Investment Support & Reporting

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

Sign in to set job alerts for “Client Services Consultant” roles.

11,000+ Client Services Consultant Jobs in United States

Middle Market Client Experience Consultant; Denver, CO - Hybrid - Cigna Healthcare

Client Service Consultant | Retirement Investment Advisory Services

Global Enterprise Advisor -Account Services

Virtual Design and Construction (VDC) Consultant

Advisor, Client Engagement—Media and Audience Strategy

Client Experience Consultant - Cigna Healthcare - Hybrid

Advisor, Client Engagement—Media and Audience Strategy

Global Enterprise Advisor -Account Services

Enterprise Implementation Consultant - Bilingual (English and Spanish)

Programmatic Solutions Consultant, Amazon Ads

Senior Associate, Employer Services Account Manager

Programmatic Solutions Consultant, Amazon Ads

Energy Manager - Customer Advisor (Open Blue)