Position

Client Relations Associate

Job Description

Full-time (in-office) associate position for an institutional investment consulting firm in Newtown, PA.

Summary

The Client Relations Associate (“Associate”) is expected to assist the Client Relations Department and senior executive investment professionals in all aspects of client services related to pension and other investment funds.

Primary Responsibilities

• To provide day-to-day support to multiple senior investment consultants and their client accounts.
• To maintain direct contact and coordinate data flow with corporate headquarters in Savannah, GA, including the performance reporting department and investment consultants.
• To formulate agendas for client meetings, as needed. This process requires coordination both internally (with the investment consultant) and externally (with the client). Based on the final agenda, the Associate is responsible for inviting other investment professionals to the meeting.
• To send notifications relating to the hiring of a new investment manager. This process requires the Client Relations Associate to communicate details with the client administrator, legal counsel, and custody banks.
• To draft, amend, or modify client investment policy statements.
• To compile information needed to process investment transactions. The Associate is responsible for communicating the necessary steps to implement asset transfers with the client, monitors the various stages of the transaction once it is in process and tracks its progress through completion.
• To prepare asset allocation reporting for client meetings.
• To review draft client reports with other departments of the firm, communicate any changes, and make proactive recommendations to the investment consultant for client consideration.
• Other project-based work

Skills

The Candidate must be detail-oriented and possess the ability to multi-task. He/She will be expected to demonstrate good communication and organizational skills, and project a professional image through in-person, telephone, and email interactions with coworkers and business partners. The Candidate must possess a strong work ethic and work well in a team environment. Due to the nature of the industry, workflow will vary based on various factors such as client meetings/schedule, reporting production cycle, and market fluctuations.

The Candidate must be experienced in using computer programs including Microsoft Office (Excel, Word, PowerPoint, and Outlook) as well as Adobe.

Requirements

Candidate must have a business degree from a four-year college or university.

Employment Benefits
• Major Medical / Hospitalization
• Dental
• Life Insurance (two times salary up to $125,000 maximum)
• Short-Term Disability
• Long-Term Disability

The company pays for all of the individual employee coverages listed above.
Dependent coverage may be paid by the employee through payroll deduction.

• Paid Holidays
• Paid Vacation – based on length of service
• 401(k) Plan – eligible after 6 months service

We are an equal opportunity employer. Our policy of no discrimination in the assessment of a person’s qualifications is applied without regard to race, religion, age, sex, handicap, or country of origin.