National Account Client Service Associate
Core
Partner with National Account and Platform Development Teams to support business, operational, and servicing needs for key intermediary home office clients and prospects.
Role type
Client Service Associate (Financial Services)
Builds
Client service operations, compliance documentation, and product placement support for large clearing firms and distribution partners.
Domain
Asset Management / Investment Management
Deliverable
client delivery
Required skills
relationship management, analytical skills, process management, investment terminology knowledge, compliance adherence, database proficiency (Bloomberg, FactSet, Barra, Morningstar, Lipper, Zephyr), Microsoft Office, Salesforce
Preferred skills
Series 7 and 63 licenses
Technologies
Bloomberg, FactSet, Barra, Morningstar, Lipper, Zephyr, Salesforce, Microsoft Office
Responsibilities
Support implementation of new product launches and fund changes for intermediary home offices; provide support for due diligence reviews and client questionnaires; coordinate compliance and legal mailings; track product availability on client platforms; submit compliance reviews of marketing content; support ad hoc client service requests; coordinate client conferences and events; assist in winning model portfolio placements; prepare for research due diligence meetings.
Seniority
Mid-level (2-4 years experience)