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Description For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedInInstitutional Client Service AssociateSan Mateo (full-time office)$75-$100k (stretch) + BonusCompany:Our client is a boutique investment manager with $18B+ AUM. They are currently seeking a full-time highly qualified, entrepreneurial-minded candidate to join our client service team. Responsibilities include analyzing, presenting, and reporting on performance, attribution and other strategy data and statistics. The Role:
You will assist the Client Service Manager in the completion of requests for proposals (RFPs), due diligence questionnaires (DDQs), updating client databases, questionnaires, and client performance reporting.
You may respond to client specific inquiries from consultants or advisors.
You will also work very closely with the company’s sales team, by providing internal marketing support, including updating marketing materials such as fact sheets, presentations, newsletters, sales reporting, etc.
You will maintain all client information and activities in Salesforce (CRM system).
Requirements
Keys
Bachelor’s degree required
At least 2 years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPs.
Excellent written and verbal communication skills
Strong analytical and problem-solving skills
Attention to detail and the ability to multi-task and work efficiently
Ability to learn quickly and thrive in a complex, dynamic environment, demonstrating solid judgment, planning, and organization skills
Strong work ethic
Proficiency with Microsoft Office products, especially Word, Excel, and PowerPoint
Experience with FactSet and/or Morningstar is a plus
Progress towards CFA and/or CIPM designation encouraged
Highlights:
Opportunity to work for an investment firm with two world renowned partners
Full-time permanent positions include: Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing. Compensation will be competitive commensurate with education and experience.
Not just a job, but a career, with an opportunity to do the best work of your life.
For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedInRobert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .
