Client Service Analyst - Financial Services, $85K

Client Service Analyst - Financial Services, $85K
in Boston, Massachusetts 02109 - US

Job Description

Client Service Analyst - Financial Services, $85K
We have an immediate need to hire a full-time permanent Client Service Analyst to start as soon as possible. This position is open due to the previous client service analyst being promoted into a relationship manager position within the company. The ideal candidate will be joining a team of 8 reporting to the Relationship Director for the Global Relations Department. Our company is a leading global asset management firm located right here in downtown Boston with easy access to the T or paid for garage parking. There is unlimited potential for growth in the position with lots of visibility with high ranking officials at one of the most respected companies in Boston.
 

Responsibilities Include:
- Provide centralized coordination of various service functions which are the foundation of overall relationship management effort, including client and consulting reporting, client and consultant presentations
- Participate in various projects related to the relationship management function.
- Oversight of the account opening, transition management, account restructurings and account closing processes
- Preparation of consultant reporting and due diligence questionnaires
- Preparation of briefing memos, including stock stories
- Participation in in-house client/consultant meetings and conference calls as appropriate
- Establishing and maintaining relationships with a broad range of our US institutional clients and consultants
- Commanding a knowledge of the investment business and marketplace
- Participation in the quarterly reporting process, including the letter writing and editing process, factchecking, and related quarter-end functions
 

Qualifications:
- 2-3 years of investment related experience
- 4 year degree, finance or economics preferred
- Strong interpersonal and organizational skills using sound business judgment
- Ability to work in a fast-paced and team-oriented environment
 

If you'd like to apply, please submit a resume

 

For questions, please call 617-250-1000. There are no costs for candidates utilizing our services as our clients pay for all related hiring fees. All PSG job postings are either actual positions we had available at the time of posting and/or are representative of positions we typically fill or expect to fill. If you see a job that interests you, respond to the ad or give us a call so that we can help you find a job you'll love. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too.

Professional Staffing Group is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.

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