Admin & Operations
Direct Hire
Financial Services & Investment Firms
Client Services Associate
About the Role
Our client, an investment management firm, is searching for a Client Services Associate for their office in the western suburbs. This person will work closely with the marketing and investment teams to provide quality, accurate materials to clients. This is a great opportunity for an emerging finance professional with strong reporting skills, who wants to play a key role in the standardization of the client reporting systems and ongoing relationship management processes of a well-established, growing firm. This is a hybrid position with 3 days in-office per week
Requirements
- Bachelor’s Degree highly preferred, ideally within finance, marketing, communications, or similar field.
- 1+ years of experience in financial services within client services/marketing required.
- Experience generating investment reports in a CRM required.
- Proficiency in Microsoft Office Suite (Word, Excel, PPT, Outlook required; experience with Adobe InDesign and AI-enhanced workflow products a plus.
- Must have familiarity with client databases and investment reporting standards
- A keen eye for detail coupled with a growth mindset.
