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Client Services Associate
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$100,000 - $130,000 a year
Full-time
- Westchester-based Family Wealth Management firm seeks Client Services Associate.
- We are a fast-growing, multi-billion-dollar management firm focused on high-net-worth and ultra-high-net-worth families and individuals.
- Responsible for the preparation of RFPs, DDQs, consultant questionnaires, and other due diligence requests, including some investment content writing and working with a cross-functional team to obtain all the necessary information, ensuring that the final product is accurate and timely
- Manage, update and maintain RFP data base to ensure accuracy of proposal responses
- Participate in product marketing and product rollouts (from project management to collateral distribution)
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