Wealth Client Service Associate
Wealth Client Service Associate
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$ 130000 - 160000
1 Vacancy
Job Description
Overview
Marathon Asset Management is a leading global asset manager specializing in public and private credit with approximately $23 billion in assets under management. Marathon is recognized as a distinguished leader with 26.2 years of exceptional performance and partnership. Marathons integrated global credit platform is driven by our specialized highly experienced and disciplined teams across Private Credit (Direct Lending Asset Based Lending and Opportunistic Credit) and Public Credit (High Yield Leveraged Loans & CLOs Emerging Markets and Structured Credit). Marathons mission is to build lasting partnerships with an unwavering commitment to delivering bestinclass performance service and reliability on behalf of our clients.
The Client Service Associate (CSA) role is an essential part of Marathons Private Wealth & Intermediary Platform team and tasked with preserving the operational efficiency of our organization. The Associate will partner with the Client Solutions & Business Development (CSBD) team to maintain a high level of service facilitate the needs of our clients and optimize the CSBD Teams effectiveness with reporting and CRM management. This position is critical to creating positive client experiences. A successful candidate will be clientfocused and committed to developing creative solutions
Responsibilities
- Assist the CSBD Team with administrative support of sales initiatives and investor requests.
- Facilitate escalated operational requests for investor accounts (account updates rep changes capital call notices investor portal log in requests tax documents business processing redemption requests).
- Generate ad hoc reports for CSBD team.
- Maintain data integrity in CRM database.
- In partnership with the Marketing Team (MaCS) assist with preparing all relevant materials for client meetings/calls
- Liaison between operations risk portfolio management and CSBD team to introduce an efficient client experience.
- Assist with the of bespoke client events as needed.
- Coordinate investor information to help CSBD teams maximize product impact.
Qualifications
- Bachelors degree with 13 years of related experience preferred.
- Prior work experience in the financial services industry and/or investor relations is preferred
- Candidates should have excellent communication skills effective presentation abilities and possess strong analytical skills (ie Excel)
- Detailoriented
- Exceptional organizational skills with a proven ability to multitask and manage multiple projects
- Team player with the ability to collaborate across the firm
- Ability to excel in a fastpaced changing environment
- Selfmotivated assertive proactive independent and flexible
- Experience with Salesforce a plus
Skills & Attributes
- Strong interpersonal skills with proven ability to build effective relationships.
- High proficiency in Microsoft Excel Word and PowerPoint.
- Excellent interpersonal and written communication.
- Detail oriented.
- Strong time management and organizational skills.
- Diplomacy in client interactions.
- Work independently and in a team environment.
It is expected that the base annual salary range for this New York Citybased position will be $130000 to $160000. Actual salaries may vary based on factors such as skill experience and qualification for the role. Employees may be eligible for a discretionary bonus based on factors such as individual and team performance.
No agencies please
Equal Opportunity Employer M/F/D/V
Required Experience:
IC
Employment Type
Full-Time
