Associate, Client Service

Associate Client Service

Department: Business Development Non-Core Investment Services
Title: Associate Client Service
Reports To: Managing Director Client Experience

Job Summary:

The Associate Client Service plays a key support and clientfacing role within the firms noncore investment services business line. This position supports Business Development leaders by delivering highquality client service coordinating daytoday account and reporting activities and preparing polished clientready materials that support both ongoing relationships and new business initiatives.

This role requires a detailoriented organized and proactive individual who can manage multiple priorities while maintaining a high standard of accuracy and professionalism. The Associate Client Service works closely with internal partners across investment operations analytics marketing and compliance teams to ensure timely execution of client and business development deliverables.

Responsibilities:

• Support client onboarding and ongoing service activities including documentation data collection and coordination with internal teams.
• Work with investment data across fixed income and equity strategiesincluding analytics returns portfolio characteristics and insurancerelated structuresto support the preparation of client and prospect materials.
• Prepare customize and distribute recurring and ad hoc client reports performance materials and presentation decks.
• Assist with the creation and maintenance of sales and business development materials including pitchbooks proposal content fact sheets educational presentations and clientready presentations.
• Maintain and update internal templates reports and standard materials to ensure accuracy consistency and alignment with branding and compliance standards.
• Coordinate with internal teams (including investment management operations analytics marketing and compliance) to ensure accuracy consistency and timely delivery of client and salesrelated deliverables.
• Support client meetings calls presentations webinars and prospect interactions including preparation and presentation of materials and followup items.
• Track service requests deadlines and action items to ensure service standards and business development timelines are met.
• Maintain internal records CRM updates and required documentation in accordance with firm policies.
• Contribute to process improvements service efficiencies and enhancements to internal workflows and resources.
  

Qualifications:

• Bachelors degree in finance economics business or a related field preferred; or an equivalent combination of education and experience.
• Zero (0) to three (3) years of experience in financial services client service or sales support.
• Interest in investments portfolio management or financial institutions.
• Familiarity with investment products client reporting or sales support materials is a plus.
• Knowledge of credit union or bank investment regulations is helpful but not required.
  

Skills:

• Strong attention to detail with the ability to produce polished accurate and clientready materials.
• Excellent organizational and timemanagement skills with the ability to manage multiple tasks and deadlines.
• Clear written and verbal communication skills.
• Strong interpersonal skills and comfort interacting with clients and internal stakeholders.
• Ability to lead through influence and collaboration rather than direct authority.
• Ability to collaborate across functional teams in a fastpaced environment.
• Proficiency in Microsoft Office (PowerPoint Excel Word); familiarity with CRM or reporting tools is a plus.
• Commitment to delivering a highquality client experience.

ALM First Statement on Diversity & Inclusion: ALM First believes deeply in equality and strongly supports diversity and inclusion. We will continue our commitment to financial inclusion for all Americans as we serve the clients providing critical financial resources to the communities that need them most. We are always looking at how we can improve our own policies and practices to encourage diversity through the use of our designated committee.

Equal Employment Opportunity: ALM First has a commitment to providing equal employment opportunity to all qualified applicants regardless of race color religion national origin sex sexual orientation gender identity pregnancy age citizenship marital status disability veteran status political belief or any other basis protected by applicable law.

Candidate Accommodations: ALM First values the differences of all current and prospective employees and recognizes how every employee contributes to our companys success. ALM First provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process please submit a request via email at or via telephone at 1 (U.S.).

Required Experience:

IC