Client Service & Administrative Manager

PCS Research Group LLC; Norwalk (CT); Presencial; USD 60 000 - 85 000; Tempo integral

Resumo da oferta

PCS Research Group LLC is seeking a highly organized, service-oriented Client Service & Administrative Manager to lead client support and service for institutional accounts. This role requires coordinating conference calls, maintaining client records, and collaborating across research, sales, marketing, finance, and recruiting.

The successful candidate will manage workflows for ~300 accounts, respond to client requests promptly, and help drive engagement and business development while working

Qualificações

• Experience in client service, account coordination, office administration or related role.
• Excellent organizational skills and attention to detail with multiple priorities.
• Clear written and verbal communication with strong client-service orientation.
• Comfort in fast-paced environment with strategic and hands-on tasks.
• Discretion handling confidential information and data.

Responsabilidades

• Manage client support across approximately 300 accounts, establishing workflows and service standards.
• Respond to client requests promptly and professionally; maintain accurate client records.
• Coordinate conference calls among clients, analysts, and internal teams.
• Notify clients of timely investment ideas and research updates.
• Support engagement, retention, and business development with sales and marketing teams.
• Assist with design, production, and procurement of marketing materials.
• Manage website content in collaboration with stakeholders and providers.
• Summarize the firm-wide sales pipeline and follow up on opportunities.
• Oversee vendor relationships and administrative oversight.
• Support billing and collections with accurate records and follow-ups.
• Schedule candidate interviews and maintain interview calendars.

Conhecimentos

Client service

Account coordination

Office administration

Operations

Ferramentas

CRM systems

Spreadsheets

Calendars

Presentations

Descrição da oferta de emprego

PCS Research Group LLC provides independent equity and fixed income investment research to institutional investors. Since 1982, the firm has focused on specialized areas of the capital markets that may be overlooked or misunderstood by traditional research providers. Learn more at www.pcsresearchgroup.com.

Position Summary

Client Service & Administrative Manager

PCS Research Group LLC

About PCS Research Group

PCS Research Group LLC provides independent equity and fixed income investment research to institutional investors. Since 1982, the firm has focused on specialized areas of the capital markets that may be overlooked or misunderstood by traditional research providers. Learn more at www.pcsresearchgroup.com.

PCS Research Group is seeking a highly organized, service-oriented administrative professional to lead our client support and service function. This individual will manage institutional account relationships, coordinate conference calls, and ensure clients receive timely notification of high-conviction investment ideas. The role requires strong judgment, exceptional follow-through, and the ability to work constructively across research, sales, marketing, finance, and recruiting activities.

This role requires full-time in-office presence five days per week.

Key Responsibilities

• Manage client support and service across approximately 300 accounts, establishing dependable workflows, service standards, and follow-up processes.
• Manage day-to-day client relationships and respond promptly and professionally to client requests.
• Schedule and coordinate conference calls among clients, investment analysts, and internal team members.
• Notify clients of timely, high-conviction investment ideas and other relevant research updates.
• Maintain accurate client records, contact information, distribution lists, schedules, and related documentation.
• Partner with investment analysts and the sales and marketing teams to support client engagement, account retention, and business development.
• Assist with the design, production, and procurement of marketing and sales materials.
• Manage and update website content, coordinating with internal stakeholders and outside providers as needed.
• Compile and summarize the firm-wide sales pipeline, highlighting key opportunities, status changes, and required follow-up.
• Manage vendor relationships, including coordination, service review, and administrative oversight.
• Support billing and collections by maintaining accurate records, issuing follow-ups, and coordinating the resolution of account questions.
• Periodically schedule candidate interviews, maintain interview calendars, and communicate professionally with applicants throughout the hiring process.
• Identify opportunities to streamline administrative processes, improve internal coordination, and increase operational efficiency.

Qualifications

• Proven experience in client service, account coordination, office administration, operations, or a related role.
• Excellent organizational skills and close attention to detail, with the ability to manage multiple priorities and deadlines.
• Clear, polished written and verbal communication skills and a strong client-service orientation.
• Comfort working in a fast-paced environment and shifting between strategic priorities and hands-on administrative tasks.
• Demonstrated discretion when handling confidential client, financial, and candidate information.
• Ability to collaborate effectively with investment professionals, sales teams, marketing partners, vendors, and job candidates.
• Sound judgment, initiative, reliability, and a diligent, constructive approach to problem-solving.
• Proficiency with standard business productivity tools, calendars, spreadsheets, presentations, and contact or customer relationship management systems.
• Experience in financial services, investment research, or another professional-services environment is preferred.

What Success Looks Like

The successful candidate will build trust with clients and colleagues, keep time-sensitive communications and schedules moving smoothly, improve visibility into the sales pipeline, and strengthen the administrative processes that support the firm's research and commercial activities.