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Client Services/Business Development Associate

  • Job Number 527907
  • Type Permanent
  • Location Bridgewater, NJ
  • Pay $70,000 - $90,000
  • Referral Bonus $250

Client Services/Business Development Associate

Job Description:

International asset management firm serving institutional and high net worth clients is hiring a Client Services/Business Development Associate who will be responsible for deepening existing relationships and identifying new business opportunities. A strong communicator with excellent analytical and quantitative skills, the Associate will have a great chance to make a strong impact on the firm's existing and new clientele.

Responsibilities include but not limited to:

  • Oversee relationships with intermediaries such as custodians, transfer agencies, and wealth management platforms
  • Develop a strong appreciation for the ways in which clients access the firm’s strategies including various pooled vehicles, SMA, UMA, and separate accounts
  • Become proficient with initiatives directed at maintaining and growing client channels and remain aware of industry trends
  • Develop fundamental knowledge of the firm’s investment philosophy and process and be able to properly describe it to appropriate parties
  • Help coordinate and host client meetings, visits, and conference calls
  • Travel as required to support firm and team initiatives

Requirements:


  • Bachelor’s degree in Economics, Finance, or Marketing
  • Series 7 and 63; Preference for candidates who possess or are pursuing the CFA designation
  • Strong analytical and quantitative skills are critical
  • Ability to communicate complex investment strategies and processes to potential and existing clients