Job Details
For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn
Client Relationship Associate
San Francisco
Hybrid In Office (Tues - Thurs)
$110-$135K plus Bonuses and Competitive Profit-sharing
Company Overview: A leading global investment management firm with $300B+ in assets under management is seeking an experienced Client Relations Specialist to service its London-based client services team. The firm serves both individual and institutional clients with a singular focus on investment excellence.
Responsibilities:
- Responding promptly and accurately to investor inquiries.
- Maintaining a comprehensive understanding of the firm's business objectives.
- Building and nurturing client relationships.
- Acting as the secondary point of contact for strategic relations.
- Assisting other associates within the Client Services department.
- Overseeing and maintaining data in the Company's CRM system
Qualifications:
- Demonstrated leadership skills.
- Excellent communication, analytical, problem-solving skills.
- Ability to work both independently and as part of a team.
- Strong quantitative, analytical, and computer skills (PowerPoint & Excel proficiency).
- Comprehensive understanding of public equity and fixed income investment strategies.
- At least 3 years of experience in the financial services sector (preferred).
- Tableau proficiency (preferred).
- In pursuit of or willingness to obtain a CFA certification (preferred).
- Bachelor's degree (B.A. or B.S.) required.
Benefits/Perks:
- Consistent annual bonuses since the 1980s.
- 25% of total W2 income contributed to a retirement profit-sharing plan.
- Full MDV Insurance coverage for employees and their dependents.
- Opportunities for long-term tenure, career growth, and continuous learning.
For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn