The position is responsible for managing the client services team, preparing standard and ad-hoc reporting and handling client inquiries and requests. This role requires an acute attention to detail, organizational capabilities, management skills, collaboration with a variety of departments and excellent client services skills.
- Manage the client services initiatives of the firm
- Supervise the development and preparation of marketing materials to support client service and marketing efforts such as pitchbooks, executive summaries, investor reports and RFPs
- Assist in preparation for investor and prospective investor meetings
- Act as a contact for clients and prospective clients and respond to investor inquiries
- Provide exceptional customer service to clients and prospective clients
- Assist with investor subscription activity in accordance with the fund’s offering documents
- Maintain distribution information for various forms and materials
- Work with internal groups such as accounting, operations, legal and compliance as needed to respond to client questions and requests
Required Qualifications - Bachelor’s Degree with 5+ years of relevant expertise, plus supervisory experience
- Working knowledge of capital markets and experience with fixed income
- Proficiency with Microsoft Office applications, advanced Excel skills
- Experience in investor services or related field (financial services/fund administration, corporate communications, portfolio management, or securities analysis) and a familiarity with the workings of the capital markets
Interested candidates, please send resume to jobs@westcoastfinancialjobs.com.