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Client Service Management Associate
Ref No.: 18-05302
Location: New York, New York
Position Type:Contract
Pay Rate : $ 48.90 /Hour
Job Title: Client Service Management Associate    
Duties: Client Service Management is accountable for many aspects of client operational service, including the provision of effective client query management. This position is located in New York. Responsibilities include servicing client and internal inquiries, management of client ODD's and DDQ's, creating ad hoc deliverables to meet client needs, and partnering with global colleagues to advance a globally aligned vision and business model.
 
• Deliver a superior client experience via front-line client service to clients and related third parties, including fielding and responding to client queries, assisting in ODD meetings and client DDQ's, and the creation of accurate and meaningful ad hoc reports
• Thrive in a culture of excellence, innovation, communication and accountability, where all members of the team are motivated to go above and beyond, think globally and outside the box
• Assist in the analysis of trends in queries to constantly improve service and client deliverables
• Understand flow of client, market and fund information across the company and external data providers
• Constantly evaluate systems, processes and procedures for inefficiencies and make recommendations for improvement
• Understand the risk environment within the department – promote risk awareness, assessment and control
• Participate in cross training efforts on all stakeholder functions, to include knowledge transfer of all operational and compliance procedures
Skills:
• Keen interest in investment products and a preference of 3-5 plus years of financial services experience, especially investment management
• Outstanding client service skills, maturity and judgment in dealing directly with clientele
• Comfortable working with stakeholders at all levels of the business 
• Exceptional written and verbal communication skills are essential
• Outstanding work ethic and willingness to contribute beyond the scope of one's role to achieve team and firm objectives
• Excellent attention to detail, extremely accurate and well organized
• Strong analytical and problem solving skills with the ability to synthesize information, summarize issues and think outside the box
• Sharp control/risk mitigation mentality with ability to know when to escalate issues
• Ability to operate effectively under tight deadlines and to prioritize work with strong emphasis on time management 
• Able to exercise sound judgment and to appropriately document conclusions
Education: • BS/BA in business, finance, accounting, economics, or related field. MBA or CFA welcomed.
Languages: English
Certifications & Licenses: CFA