Robert Half Corporation Jobs

Description

For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn

Institutional Client Service Associate

San Mateo (full-time office)

$100K-$150k (stretch) + Bonus

Company:

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 LinkedIn

Robert 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.

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