907.276.5707 Admin@akexec.com

Institutional Client Service Support

Location: Anchorage, AK
Date Posted: 01-18-2018
Institutional Client Service Support
Location:       Anchorage
Pay Range:    DOE + full benefits

Top local money management firm with a global reach needs a team player who wants to work with the best in the financial arena. This is a great way to get your foot in the door at a well-respected company and make your mark as part of this dream team! 

Duties and Responsibilities:
  • Produce and print /email all standard institutional client reports and fund reports accurately and within set timeframes.
  • Produce all customized client reporting deliverables.
  • Maintain extensive knowledge of all institutional client reporting needs and requirements.
  • Update databases and spreadsheets with client and account information.
  • Organize and coordinate all institutional client reporting requests and required reporting with interested parties.
  • Research and problem solve any issues that arise from reporting requirements.
  • Coordinate required information for client review materials.
  • Produce and deliver client review books prior to client meetings.
  • Coordinate new account funding by working with Sales and internal departments to ensure accounts are set up and all client requirements are met.
  • Distribute new account information internally and ensure database is updated with all relevant client information.
  • Assist Sales staff where possible in addressing client service and client reporting needs.
  • Cross train with other Institutional Marketing & Client Service Support functions.
  • Maintain and organize client reporting inventory.
  • Identify and sponsor ideas for expense reduction, increasing efficiency and productivity, or generating revenue (departmental and firmwide).
  • Other duties as assigned.

Essential Qualifications:
  • Bachelor’s degree in Finance, Accounting, Math, Economics or related field required.
  • Three years industry experience and/or financial background desired.
  • Strong organization skills, as well as strong verbal, written, analytic, and interpersonal communication abilities.  Ability to work independently and as part of a team.
  • Ability to be very flexible, to work with deadlines and confidential issues, work well under pressure and stress and have highly developed organizational skills. Must be a quick learner, have time management skills and be very detail oriented.
  • Strong knowledge of Microsoft applications including Word, Excel, and Outlook, strong general computer skills including the internet.
  • Highly skilled in electronic correspondence and the Internet.
  • Ability to read, write, speak and understand English well.
 
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