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Client Services Assistant | New York, NY

Client Services Assistant | New York, NY
January 25, 2022 Chitra Sharma

Investment Management firm based in Manhattan is seeking a Client Services Assistant to join their office. There is a database management and administrative component to this position, along with an opportunity to learn the finance business of the firm.


  • Client Services Assistant will assist in assembling monthly & quarterly reports (mail merge, copy & file)
  • Assist in assembling presentation packets for sales reps and brokers (printing & binding, shipping)
  • Maintain client files and record-keeping system
  • Data entry; email blasts. Type correspondence
  • Database Management
  • Handle expense reports for Managing Director
  • Bind and ship marketing materials for conferences
  • Confirm appointments
  • Respond to broker requests for materials
  • Scanning in contractual documents to network drive and filing originals
  • Respond to broker requests for materials
  • Provide back up support to reception
  • Additional general administrative support as requested to the Managing Director, Sales Reps and Associates.


  • Bachelor’s Degree
  • Minimum one to two years of experience
  • Ability to organize and prioritize multiple tasks
  • Proficiency with Microsoft Office: Excel, PowerPoint and Word
  • Strong verbal and written communication skills
  • Strong attention to detail, quick learner, problem solving and organizational skills
  • Salary $45,000-$50,000