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Client Service Associate

The Panther Group

Florham Park, NJ

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JOB DETAILS
SALARY
$120,000–$125,000 Per Year
SKILLS
Administrative Skills, Analysis Skills, Analysis Software, Business Development, Communication Skills, Computer Skills, Consulting, Corporate Finance, Customer Support/Service, Data Collection, Database Administration, Detail Oriented, Economics, Email Campaign, Email Management/Administration, Finance, Financial Services, Mathematics, Microsoft Access Database, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Performance Analysis, Portfolio Analysis, Reporting Skills, Request for Proposals (RFP), Sales Prospecting, Team Player, Time Management
LOCATION
Florham Park, NJ
POSTED
30+ days ago
Client Service Associate

Seeking an energetic articulate individual to work in a Client Service and Business Development Group.  This professional will prepare client, consultant, and prospective client reports, analyses, and questionnaires.  

Responsibilities include:
  • Produce client, consultant, and prospective client reports
  • Assist in preparing and producing requested data and reports, and assembling detailed support information
  • Assist in preparing and managing email campaigns
  • Update and help manage consultant databases
  • Use third-party portfolio analysis systems to gather data and create reports
  • Assist in preparing materials for client, consultant, and prospective client meetings

This position requires a skilled professional who has strong analytical skills, shows exceptional attention to detail, and is a good communicator. 

Requirements include:
  • Bachelor’s degree, preferably in Finance, Economics, Business, Math or related field is required
  • 3+ years of related administrative experience in a fast-paced corporate financial services office environment, 
  • Experience with RFP support desired
  • Exposure to portfolio and/or performance analysis software a plus
  • Familiarity with investment performance and portfolio characteristics data is a plus
  • Attention to detail
  • Strong project and time management skills
  • Excellent computer skills including Word, PowerPoint, Access, Excel and Outlook
  • Team-player
 Target DoE $120K-$125K
 

About the Company

T

The Panther Group

The Panther Group is minority owned and certified, making diversity, equity and inclusion core components of our mission.

With our commitment to respecting and empowering our employees as individuals, diversity is a competitive advantage in the marketplace.

The Panther Group has a proven track record of connecting quality talent with the right position. We believe in a hands-on approach, with a focus on building lasting relationships with our Employees and our Clients. Our Employees find flexibility and growth to reach their career goals.

The Panther Group celebrates 25 years of recruitment and workforce solutions expertise. 

COMPANY SIZE
20 to 49 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1992
WEBSITE
http://thepanthergrp.com

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