Senior Client Service Associate

Job Summary

A company is looking for a Senior Client Service Associate for a contract position in the financial services industry.

Key Responsibilities

• Assist in coordinating client transitions and account maintenance activities
• Support client communications and fulfill ad-hoc inquiries and requests
• Prepare client reports and presentations while participating in relevant departmental projects

Required Qualifications

• Experience in asset management and financial services
• Willingness to exceed expectations and take initiative
• Strong organizational skills
• College/University degree preferred
• Direct indexing experience is a plus