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Client Relations Analyst

Company: Phaxis LLC
Location: New York
Posted on: November 26, 2022

Job Description:

The Consultant Relations Analyst will work closely with up to three senior Relationship Managers within the Institutional Client Group. The Analyst will partner with Associates/RMs to support the team with carrying out their day-to-day goals of servicing institutional consultants as well as internal administrative support and projects. This position will provide the individual with a perspective on the company's Institutional Client Group business.

Partner with Associates on day- to- day servicing tasks to ensure RMs goals are met. Tasks may involve meeting preparation, organization of team coverage lists, coordination of mass mailing efforts and the coordination of institutional consultants' requests.
Assist in creating presentations by gathering various product and firm information and assisting with the generation of new materials specific to client / prospect interests, etc.
Support the team with consultant contact management, including CRM maintenance.
Assist with new business pipeline through consultants' updates and other internal reporting updates.
Support the RMs in the coordination and production of RFPs. Responsibilities include liaising with the RFP team and ensuring RFP deadlines and requirements are met.
Participate in team projects to enhance internal service procedures in accordance with industry best practices.

Strong achievement in undergraduate degree in finance, economics or related disciplines
Highly motivated, team-player with a desire to work on a wide range of projects
Exhibits high degree of integrity and interest in financial markets and investment strategy
Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment
Detail-oriented with strong organizational and follow up skills
Strong analytical, problem solving and project management skills
Excellent presentation, business writing and oral communication skills
Proficient in Microsoft Word, Excel, PowerPoint
1 2 years asset management experience required
Series 7, 66 and 31 licenses preferred (required within first year of employment)
Progress towards additional accreditation's encouraged (e.g. CAIA, CFA, MBA)

Keywords: Phaxis LLC, New York , Client Relations Analyst, Professions , New York, New York

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