18 часов назад
Associate, Client Service Operations
135 000 - 200 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate, Client Service Operations (Client Service/Financial Services): Coordinating administrative, operational, and project management activities for a client service team supporting approximately 30 institutional clients with an accent on client communication, stakeholder coordination, and operational execution. Focus on managing multiple initiatives, preparing client interactions, tracking team activities, and resolving problems efficiently under pressure.
Location: Hybrid schedule with an onsite requirement of four days per week at the Westport, CT campus.
Salary: $135,000–$200,000, inclusive of base salary and discretionary target bonus. Expected base salary is 80%–90% of this range.
Company
Associates is an asset management firm delivering investment insights and tailored partnerships to global institutional investors.
What you will do
- Partner with the Client Advisor to translate client goals and business plans into an organized operational cadence.
- Provide professional client service as the first point of contact for inquiries by email and phone.
- Coordinate tasks, collaboration sessions, meetings, trips, events, presentations, and client logistics.
- Drive execution and project-manage initiatives across multiple internal stakeholders.
- Distill information, track activity status, maintain CRM knowledge repositories, and keep stakeholders synchronized.
- Anticipate and resolve problems while contributing to projects that improve departmental operations.
Requirements
- Effective written and oral communication skills with strong attention to detail.
- High proficiency in Outlook, PowerPoint, Word, and Excel, with comfort learning new software tools.
- Strong organization, prioritization, time-management, problem-solving, and multitasking abilities.
- Ability to provide high-quality client service and communicate effectively with clients and internal stakeholders.
- Bachelor’s degree with a strong academic record preferred.
- Experience in financial services or a professional business environment is helpful but not required.
Culture & Benefits
- Culture centered on truth, transparency, continuous improvement, and excellence.
- Environment emphasizing independent thinking, rigorous inquiry, feedback, and inclusion.
- Opportunities for personal growth and professional development.
- Competitive suite of employee benefits.
- Immigration sponsorship is not provided for this position.
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