Client Service Associate

This is a fully remote position, open to applicants in Texas.

📋 Description

• Assist senior Business Development executives with a growing portfolio of institutional relationships.

• Create client reports, performance documentation, and pitchbooks.

• Facilitate client onboarding and manage daily service activities.

• Work with investment data related to fixed income and equity strategies.

• Represent the firm in interactions with institutional clients.

• Support client meetings, calls, and webinars, including preparation, materials, and follow-up activities.

• Collaborate with investment, operations, analytics, marketing, and compliance teams to meet client deadlines.

• Monitor service requests, action items, and CRM records.

• Advance towards relationship management or business development roles.

⛳️ Requirements

• Up to three years of experience in financial services, client service, or sales support; significant internship experience will be taken into account.

• Bachelor’s degree in finance, economics, business, or a related field, or an equivalent combination of education and experience.

• Authentic interest in investments, portfolio management, or financial institutions.

• Familiarity with investment products, client reporting, or sales support documentation is advantageous.

• Knowledge of credit union or bank investment regulations is beneficial but not essential.

• Comfortable handling multiple priorities and deadlines in a dynamic, collaborative setting.

• Capable of producing polished, accurate, client-ready reports, presentations, and materials.

• Experienced in supporting client meetings, calls, and webinars, including preparation, materials, and follow-up.

• Proficient in creating and maintaining sales materials such as pitchbooks, proposals, fact sheets, and educational presentations.

• Confident in coordinating with investment, operations, analytics, marketing, and compliance teams to meet client deadlines.

• Skilled in tracking service requests, action items, and CRM records.

• Strong proficiency in Microsoft Office, particularly PowerPoint and Excel.

• Experience with CRM or reporting tools is a plus.

• Candidates with backgrounds from asset managers, investment advisory firms, bank or credit union investment programs, or financial-services client service teams are preferred.

• Must be a U.S. Citizen or Green Card Holder.

• Applications requiring sponsorship cannot be considered at this time.

🏝️ Benefits

• Fully remote work arrangement.

• Occasional travel to the Head Office in Dallas, Texas.