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Posted : Wednesday, June 05, 2024 04:59 PM
Description
Job Title Client Service Associate
Location San Mateo, CA (San Francisco Bay Area)
The Opportunity
Founded by pioneers in the field, our client is an Asset Management is a privately-owned boutique investment manager that has specialized in the application of behavioral finance to primarily the small and mid-cap equity market for over 30 years.
Today, they manage approximately $20 billion across a diversified client base consisting primarily of both financial intermediaries and institutional investors.
Our client is currently seeking a full-time highly qualified, entrepreneurial-minded candidate to join their client service team.
Responsibilities include analyzing, presenting, and reporting on performance, attribution and other strategy data and statistics for their investment products both for internal business partners and existing and prospective clients.
What You Will Do You will assist the Client Service Manager in the completion of requests for proposals (RFPs), due diligence questionnaires (DDQs), updating client databases, questionnaires, and client performance reporting.
You may respond to client specific inquiries from consultants or advisors.
You will also work very closely with the company’s sales team, by providing internal marketing support, including updating marketing materials such as fact sheets, presentations, newsletters, sales reporting, etc.
You will maintain all client information and activities in Salesforce (CRM system).
What You Will Need Successful attributes for this role include not only strong analytical and problem-solving skills, but also a passion for writing.
With under 30 employees, our client is a boutique, privately owned firm.
The candidate should display comfort with autonomy and an ability to manage time effectively in the face of shifting priorities.
You will work with portfolio management, sales, and compliance colleagues.
The ideal applicant should possess outstanding collaboration skills.
Job Requirements • Bachelor’s degree required • At least 2 years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPs.
• Excellent written and verbal communication skills • Strong analytical and problem-solving skills • Attention to detail and the ability to multi-task and work efficiently • Ability to learn quickly and thrive in a complex, dynamic environment, demonstrating solid judgment, planning, and organization skills • Strong work ethic • Proficiency with Microsoft Office products, especially Word, Excel, and PowerPoint • Experience with FactSet and/or Morningstar is a plus • Progress towards CFA and/or CIPM designation encouraged • Someone that prefers being in the San Mateo, CA office five days per week with the opportunity to learn from peer mentors and grow their career.
The role should not be considered a “remote” or “virtual” job.
What You Will Get • Opportunity to work for an investment firm associated with two Nobel Prize winners.
• Full-time permanent positions include: Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing.
Compensation will be competitive commensurate with education and experience.
• Not just a job, but a career, with an opportunity to do the best work of your life.
Key Responsibilities What You Will Do You will assist the Client Service Manager in the completion of requests for proposals (RFPs), due diligence questionnaires (DDQs), updating client databases, questionnaires, and client performance reporting.
You may respond to client specific inquiries from consultants or advisors.
You will also work very closely with the company’s sales team, by providing internal marketing support, including updating marketing materials such as fact sheets, presentations, newsletters, sales reporting, etc.
You will maintain all client information and activities in Salesforce (CRM system).
What You Will Need Successful attributes for this role include not only strong analytical and problem-solving skills, but also a passion for writing.
With under 30 employees, our client is a boutique, privately owned firm.
The candidate should display comfort with autonomy and an ability to manage time effectively in the face of shifting priorities.
You will work with portfolio management, sales, and compliance colleagues.
The ideal applicant should possess outstanding collaboration skills.
Job Requirements Bachelor’s degree required At least 2 years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPs.
Excellent written and verbal communication skills Strong analytical and problem-solving skills Attention to detail and the ability to multi-task and work efficiently Ability to learn quickly and thrive in a complex, dynamic environment, demonstrating solid judgment, planning, and organization skills Strong work ethic Proficiency with Microsoft Office products, especially Word, Excel, and PowerPoint Experience with FactSet and/or Morningstar is a plus Progress toward CFA and/or CIPM designation encouraged Someone that prefers being in the San Mateo, CA office five days per week with the opportunity to learn from peer mentors and grow their career.
The role should not be considered a “remote” or “virtual” job.
Skills, Knowledge and Expertise You will assist the Client Service Manager in the completion of requests for proposals (RFPs), due diligence questionnaires (DDQs), updating client databases, questionnaires, and client performance reporting.
You may respond to client specific inquiries from consultants or advisors.
You will also work very closely with the company’s sales team, by providing internal marketing support, including updating marketing materials such as fact sheets, presentations, newsletters, sales reporting, etc.
You will maintain all client information and activities in Salesforce (CRM system).
Benefits What You Will Get Opportunity to work for an investment firm associated with two Nobel Prize winners.
Full-time permanent positions include Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance.
Compensation will be competitive commensurate with education and experience.
Not just a job, but a career, with an opportunity to do the best work of your life.
About Escalon Services, Inc.
Your back office can be your business’ best competitive advantage—or biggest inefficiency.
Does your team push boundaries, or paperwork? At Escalon, our on-budget and on-demand back office support services streamline your processes and free your talent to focus on what they do best: Growing your customer base, launching great products, and reaching new markets.
How does it work? ✔️ PeopleOps Done sets your company up for success from the start(up).
With outsourced HR, payroll, compliance, benefits management services, and more—that scale with you as you grow—managing your most valuable assets can be the easiest task on your to-do’s.
✔️ FinOps Done offers you and your team a comprehensive suite of financial support, strategy, and implementation services.
Choose a fractional CFO or Controller for real-time finance and fundraising guidance, or opt for accounting, month-end close, report creation, tax, or compliance support for simple and streamlined finances.
✔️ RiskOps Done prepares your company to manage and mitigate risk with right-sized insurance, policies, and procedures for optimal performance.
When growing companies like Crunchbase, PrettyLitter, Hello Fresh, and Trulia got bogged down by their back offices, they turned to Escalon for audit-ready accounting, technology-empowered workflows, and profit-boosting processes.
Because when you’re in growth mode, every extra efficiency adds up.
Automate, delegate, and streamline your essential business processes, with expert support that scales.
Choose Escalon, and consider it done ✔️
Today, they manage approximately $20 billion across a diversified client base consisting primarily of both financial intermediaries and institutional investors.
Our client is currently seeking a full-time highly qualified, entrepreneurial-minded candidate to join their client service team.
Responsibilities include analyzing, presenting, and reporting on performance, attribution and other strategy data and statistics for their investment products both for internal business partners and existing and prospective clients.
What You Will Do You will assist the Client Service Manager in the completion of requests for proposals (RFPs), due diligence questionnaires (DDQs), updating client databases, questionnaires, and client performance reporting.
You may respond to client specific inquiries from consultants or advisors.
You will also work very closely with the company’s sales team, by providing internal marketing support, including updating marketing materials such as fact sheets, presentations, newsletters, sales reporting, etc.
You will maintain all client information and activities in Salesforce (CRM system).
What You Will Need Successful attributes for this role include not only strong analytical and problem-solving skills, but also a passion for writing.
With under 30 employees, our client is a boutique, privately owned firm.
The candidate should display comfort with autonomy and an ability to manage time effectively in the face of shifting priorities.
You will work with portfolio management, sales, and compliance colleagues.
The ideal applicant should possess outstanding collaboration skills.
Job Requirements • Bachelor’s degree required • At least 2 years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPs.
• Excellent written and verbal communication skills • Strong analytical and problem-solving skills • Attention to detail and the ability to multi-task and work efficiently • Ability to learn quickly and thrive in a complex, dynamic environment, demonstrating solid judgment, planning, and organization skills • Strong work ethic • Proficiency with Microsoft Office products, especially Word, Excel, and PowerPoint • Experience with FactSet and/or Morningstar is a plus • Progress towards CFA and/or CIPM designation encouraged • Someone that prefers being in the San Mateo, CA office five days per week with the opportunity to learn from peer mentors and grow their career.
The role should not be considered a “remote” or “virtual” job.
What You Will Get • Opportunity to work for an investment firm associated with two Nobel Prize winners.
• Full-time permanent positions include: Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance, Profit Sharing.
Compensation will be competitive commensurate with education and experience.
• Not just a job, but a career, with an opportunity to do the best work of your life.
Key Responsibilities What You Will Do You will assist the Client Service Manager in the completion of requests for proposals (RFPs), due diligence questionnaires (DDQs), updating client databases, questionnaires, and client performance reporting.
You may respond to client specific inquiries from consultants or advisors.
You will also work very closely with the company’s sales team, by providing internal marketing support, including updating marketing materials such as fact sheets, presentations, newsletters, sales reporting, etc.
You will maintain all client information and activities in Salesforce (CRM system).
What You Will Need Successful attributes for this role include not only strong analytical and problem-solving skills, but also a passion for writing.
With under 30 employees, our client is a boutique, privately owned firm.
The candidate should display comfort with autonomy and an ability to manage time effectively in the face of shifting priorities.
You will work with portfolio management, sales, and compliance colleagues.
The ideal applicant should possess outstanding collaboration skills.
Job Requirements Bachelor’s degree required At least 2 years of experience within the financial services industry, ideally in investment performance reporting and analysis and/or writing RFPs.
Excellent written and verbal communication skills Strong analytical and problem-solving skills Attention to detail and the ability to multi-task and work efficiently Ability to learn quickly and thrive in a complex, dynamic environment, demonstrating solid judgment, planning, and organization skills Strong work ethic Proficiency with Microsoft Office products, especially Word, Excel, and PowerPoint Experience with FactSet and/or Morningstar is a plus Progress toward CFA and/or CIPM designation encouraged Someone that prefers being in the San Mateo, CA office five days per week with the opportunity to learn from peer mentors and grow their career.
The role should not be considered a “remote” or “virtual” job.
Skills, Knowledge and Expertise You will assist the Client Service Manager in the completion of requests for proposals (RFPs), due diligence questionnaires (DDQs), updating client databases, questionnaires, and client performance reporting.
You may respond to client specific inquiries from consultants or advisors.
You will also work very closely with the company’s sales team, by providing internal marketing support, including updating marketing materials such as fact sheets, presentations, newsletters, sales reporting, etc.
You will maintain all client information and activities in Salesforce (CRM system).
Benefits What You Will Get Opportunity to work for an investment firm associated with two Nobel Prize winners.
Full-time permanent positions include Competitive Salary, 401k Match, Medical, Vision, Dental, Short-Term Disability, Long-Term Disability, Life Insurance.
Compensation will be competitive commensurate with education and experience.
Not just a job, but a career, with an opportunity to do the best work of your life.
About Escalon Services, Inc.
Your back office can be your business’ best competitive advantage—or biggest inefficiency.
Does your team push boundaries, or paperwork? At Escalon, our on-budget and on-demand back office support services streamline your processes and free your talent to focus on what they do best: Growing your customer base, launching great products, and reaching new markets.
How does it work? ✔️ PeopleOps Done sets your company up for success from the start(up).
With outsourced HR, payroll, compliance, benefits management services, and more—that scale with you as you grow—managing your most valuable assets can be the easiest task on your to-do’s.
✔️ FinOps Done offers you and your team a comprehensive suite of financial support, strategy, and implementation services.
Choose a fractional CFO or Controller for real-time finance and fundraising guidance, or opt for accounting, month-end close, report creation, tax, or compliance support for simple and streamlined finances.
✔️ RiskOps Done prepares your company to manage and mitigate risk with right-sized insurance, policies, and procedures for optimal performance.
When growing companies like Crunchbase, PrettyLitter, Hello Fresh, and Trulia got bogged down by their back offices, they turned to Escalon for audit-ready accounting, technology-empowered workflows, and profit-boosting processes.
Because when you’re in growth mode, every extra efficiency adds up.
Automate, delegate, and streamline your essential business processes, with expert support that scales.
Choose Escalon, and consider it done ✔️
• Phone : NA
• Location : San Mateo, CA
• Post ID: 9129278912
