Friday, January 24, 2014

Client Service Specialist - Washington DC area

Client Service Specialist - Washington DC area
Title:  Client Service Specialist (0553-007-111)
Location:  Washington DC Area
Compensation:  Commensurate with experience + benefits

Summary:
The Client Service Specialist is responsible for providing the day to day servicing of the firm’s external client base, including the consultant and intermediary community. Our client is an independent investment management firm that currently manages over $40 billion in client assets. This role reports to the Director of Client Service. Open to relocation for any non-local candidates.

Responsibilities:
Prepare data and reports for assigned client relationships on a scheduled and ad hoc basis, including such items as: performance returns including performance attribution, portfolio characteristics, and completing due diligence questionnaires and RFPs (including databases)
Guiding new client on-boarding process, including contract management and guideline review and negotiation
Assist in the creation and maintenance of GIPS compliant composites
Maintain firm-wide and strategy account data for purposes of client reporting
Responsible for reporting CRT level activity and maintaining departmental metrics like gained/lost accounts, asset flows and relationship activity
Maintain current and accurate data on client relationships in firm CRM system

Requirements:
Bachelor’s Degree is required
Relevant experience (2+ yrs) in the investment management industry is preferable
Experience with shareholder servicing of mutual funds and/or commingled funds is a plus
Familiarity with non-US clients/funds is a plus
Skilled in clearly and professionally communicating both in writing and verbally to a sophisticated client base
Intermediate knowledge of investment management and financial analysis concepts, terms and definitions, including risk measurement
Skilled in setting priorities and managing time to accurately reflect the relative importance of job responsibilities
Ability to establish and maintain cooperative working relationships with all functional groups
Ability to multi-task and manage changing priorities
Strong initiative and organizational skills
Ability to interact effectively with senior level staff
Have an understanding of the investment management industry and related parties (clients, consultants, and custodians)
Strong Microsoft Excel abilities
Experience with FactSet Portfolio Analytics and SPAR a plus
Experience with Advent APX a plus

If interested, email your resume as an MS Word attachment.

Jordan Striggow
BCI - Financial Services Recruiting
jordan@brokerageconsultants.com

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