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Client Specialist
Ref No.: 18-01486
Location: Pittsburgh, Pennsylvania
The Marketing & Client Service Analyst (MCSA) will initially report to Marketing, with a focus on client presentation deliverables. The MCSA will be responsible for running and/or sourcing data, updating PowerPoint slides, working with Distribution partners to determine presentation content, and coordinating printing and shipping of materials. The role will also work closely with Marketing on any custom content required for presentations. Additional Marketing support work may be required. The position is then expected to transition to Client Service, continuing these tasks as well as taking on additional client-focused responsibilities as described in the Client Service Analyst description below:
The Client Service Analyst provides client service, portfolio analysis and reporting for clients and consultants and also provides support to the Relationship and Consultant Relations Managers. Client Service Analysts are responsible for a specific book of clients or consultants and also work closely with Relationship Management and Consultant Relations teams, Investment Teams, Performance Measurement, Compliance, Operations and many other areas of the firm to perform their function. The CSA will also participate in various adhoc projects to advance the Distribution Support Department and the Distribution Division. Responsibilities include but are not limited to: External Client Service Responsibilities: Provide client service and respond to client inquiries. Establish and or leverage best practices and efficient, scalable processes and solutions in support of client service and reporting. Analyze, generate and deliver accurate and timely client and consultant customized and often complex reports, monthly and quarterly. Assess and respond to prospect, client and consultant inquiries on a broad variety of topics, including portfolio/product information, compliance and audit requests, and account related information. Prepare consultant and due diligence questionnaires by producing data and crafting responses utilizing all database and reporting resources. Prepare and publish timely, accurate firm-wide notifications for client initiated transactions, such as contributions, withdrawals, terminations, etc. Internal Client Service Responsibilities: Provide a broad range of support to assist the external facing staff of Sales, Relationship Managers and Consultant Relations Managers in being more efficient in executing their responsibilities. Coordinate, analyze and produce timely, accurate client presentation books and materials. Process & Administration Responsibilities: Drive periodic account reviews for enhanced client servicing and/or efficiencies. Update various systems as appropriate such as the CRM system, and the Client Reporting Database tracking system. Effectively utilize various systems to perform duties, such as FactSet, Eagle/Pace, Client Reporting Database, and Excel and other MS applications. Maintain compliant, up-to-date client folders.

BS/BA or equivalent work experience. Interest in or progress toward CFA or MBA preferred. A minimum of 2 years financial services support experience in a fast paced, time-sensitive environment is desirable. The qualified candidate must be extremely adaptable and resourceful, very well organized, accurate and able to thrive in a fast paced environment. He/she must be able to organize and prioritize work from multiple sources, effectively influence and persuade suppliers, and apply sound judgment to escalate issues or deliverables at risk. Superior written and verbal communications skills required as the role has client contact. Strong knowledge of Excel and other MS applications is required.