Company provides competive compensation and benefits
Years Experience:
10-15 yrs
Position Type:
Employee
Employment type:
Full time
Updated:
22 Jul 2008
eFC Ref no:
411264
Investment advisory firm with superior historical portfolio performance results spanning 23+ years has a challenging opportunity in the Client Services Department for a relationship management professional.
This is a key position that allows the qualified candidate to interract with the firm's clients in a relationship management role. The firm has a national client base, and the clients' are a wide variety of institutional accounts. Communication, and travel are at the core of what this role entails as a servicer for the firm. The servicer meets with clients to review portfolio performance, etc. Clients are ERISA accounts, Taft-Hartley, hospital and insurance reserves, foundations, charitable institutions, corporations, and mutual funds. Ideal candidate is able to coordinate the delivery of services by portfolio managers, senior management and marketing team. Quality client service is as important a goal as superior performance (strong internal marketing support)is available to assist the qualified candidate in his/her role. The firm's services include global and domestic fixed-income, offering separate account management. Investment Services: The firm offers a high quality, multi-product line covering all available maturities and sectors. Investment Philosophy: The firm's philosophy centers around providing real returns relative to the market, and employs a truly active management style. Executive Team Profile: Experience and continuity of company management - Executive Team in place since 1983. Requirements: MBA, CFA, BA, prior experience in similar role. The firm offers competive salary and bonus incentive plan, 401K Plan and Blue Shield health insurance.
