Job Summary

Client Liaison/Data Entry Clerk needed in Boston, MA

  • Location:
    Boston, Massachusetts
  • Job reference:
  • Category:
  • Contract Type:
    Contract/Temp to Hire

Client Liaison/Data Entry Clerk needed in Boston, MA
Location: Boston, MA 02108
6 months contract
The Client Service Analyst provides client service, portfolio analysis and reporting for clients and consultants and also provides support to the Relationship and Consultant Relations Managers. Client Service Analysts are responsible for a specific book of clients or consultants and also work closely with Relationship Management and Consultant Relations teams, Investment Teams, Performance Measurement, Compliance, Operations and many other areas of the firm to perform their function. The CSA will also participate in various adhoc projects to advance the Distribution Support Department and the Distribution Division.
External Client Service Responsibilities:
•Provide client service and respond to client inquiries.
•Establish and or leverage best practices and efficient, scalable processes and solutions in support of client service and reporting.
•Analyze, generate and deliver accurate and timely client and consultant customized and often complex reports, monthly and quarterly.
•Assess and respond to prospect, client and consultant inquiries on a broad variety of topics, including portfolio/product information, compliance and audit requests, and account related information.
•Prepare consultant and due diligence questionnaires by producing data and crafting responses utilizing all database and reporting resources.
•Prepare and publish timely, accurate firm-wide notifications for client initiated transactions, such as contributions, withdrawals, terminations, etc.
Internal Client Service Responsibilities:
•Provide a broad range of support to assist the external facing staff of Sales, Relationship Managers and Consultant Relations Managers in being more efficient in executing their responsibilities.
•Coordinate, analyze and produce timely, accurate client presentation books and materials.
Process & Administration Responsibilities:
•Drive periodic account reviews for enhanced client servicing and/or efficiencies.
•Update various systems as appropriate such as the CRM system, and the Client Reporting Database tracking system.
•Effectively utilize various systems to perform duties, such as FactSet, Eagle/Pace, Client Reporting Database, and Excel and other MS applications.
•Maintain compliant, up-to-date client folders.
•BS/BA or equivalent work experience.
•Interest in or progress toward CFA or MBA preferred.
A minimum of 2 years financial services support experience in a fast paced, time-sensitive environment is desirable.
•The qualified candidate must be extremely adaptable and resourceful, very well organized, accurate and able to thrive in a fast-paced environment.
•He/she must be able to organize and prioritize work from multiple sources, effectively influence and persuade suppliers, and apply sound judgment to escalate issues or deliverables at risk.
•Superior written and verbal communications skills required as the role has client contact.
•Strong knowledge of Excel and other MS applications is required.
•Position Comments (Visible to all users):
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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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