Client Relations Associate
Job Description
Full-time (in-office) associate position for an institutional investment consulting firm in Newtown, PA.
Summary
The Client Relations Associate (“Associate”) is expected to assist the Client Relations Department and senior executive investment professionals in all aspects of client services related to pension and other investment funds.
Primary Responsibilities
- To provide day-to-day support to multiple senior investment consultants and their client accounts.
- To maintain direct contact and coordinate data flow with corporate headquarters in Savannah, GA, including the performance reporting department and investment consultants.
- To formulate agendas for client meetings, as needed. This process requires coordination both internally (with the investment consultant) and externally (with the client). Based on the final agenda, the Associate is responsible for inviting other investment professionals to the meeting.
- To send notifications relating to the hiring of a new investment manager. This process requires the Client Relations Associate to communicate details with the client administrator, legal counsel, and custody banks.
- To draft, amend, or modify client investment policy statements.
- To compile information needed to process investment transactions. The Associate is responsible for communicating the necessary steps to implement asset transfers with the client, monitors the various stages of the transaction once it is in process and tracks its progress through completion.
- To prepare asset allocation reporting for client meetings.
- To review draft client reports with other departments of the firm, communicate any changes, and make proactive recommendations to the investment consultant for client consideration.
- Other project-based work
The Candidate must be experienced in using computer programs including Microsoft Office (Excel, Word, PowerPoint, and Outlook) as well as Adobe.
Requirements
Candidate must have a business degree from a four-year college or university.
Employment Benefits
Major Medical / Hospitalization
Dental
Life Insurance (two times salary up to $125,000 maximum)
Short-Term Disability
Long-Term Disability
The company pays for all of the individual employee coverages listed above.
Dependent coverage may be paid by the employee through payroll deduction.
Paid Holidays
Paid Vacation – based on length of service
401(k) Plan – eligible after 6 months service
We are an equal opportunity employer. Our policy of no discrimination in the assessment of a person’s qualifications is applied without regard to race, religion, age, sex, handicap, or country of origin.
Company Description
Investment Performance Services, LLC (“IPS”) is an independent, full-service investment consulting firm that provides education, proactive advice, and customized solutions to employee benefit plans throughout the United States. The mission of IPS is to embrace best industry practices in governance, ethics, and professionalism. Our services are designed to help clients make informed decisions in order achieve their investment goals.
Investment Performance Services, LLC (“IPS”) is an independent, full-service investment consulting firm that provides education, proactive advice, and customized solutions to employee benefit plans throughout the United States. The mission of IPS is to embrace best industry practices in governance, ethics, and professionalism. Our services are designed to help clients make informed decisions in order achieve their investment goals.