We are currently recruiting for a Sr. Associate in our Client Service Group. The position will be part of a national team whose primary responsibility is to provide investment consulting and business operations support. While the function is centralized across the firm, the resources may be deployed locally. This position will be in our Darien, CT office with an emphasis on supporting the Advisors Solutions Group, but the candidate may also work on clients in other regions.
The Sr. Associate will provide critical operations and client relationship support to the Advisors Solution Group.
The Sr. Associate will act as an important member of the Advisors Solution Group assisting team leaders with servicing client relationships through information gathering, analysis and client interaction. They will be responsible for timely and accurate completion of portfolio accounting and reconciliation for several large, complex advisory relationships. Additional responsibilities include preparation of client deliverables, including quarterly performance reports, investment strategy and asset allocation reviews. The Sr. Associate will interact with clients over the phone and via e-mail to discuss information requests and questions and gather and analyze qualitative and quantitative information about investment strategies through interaction with research analysts and internal systems.
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Darien, United States