Client Advisory Associate

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Job Identification Number: 239

Location: New York, NY

Job Type: Direct Hire

Job Category: Financial Services

Qualified candidates, please attach resume when applying.

Overview

 Asset Manager seeks a Client Associate in their New York City office. This role will primarily support the sales and servicing of the company’s alternative products. The main responsibility of this role will be to respond to client and prospect requests, and inquiries. You will also analyze business information reports, assist in building efficient business processes, and use CRM tools for special projects. The ideal candidate should enjoy working with data, have a client service mindset, be proactive in completing tasks accurately and on time, and successfully build strong relationships.

Qualifications:

  • Bachelors’ Degree in Business/Finance, Economics, Mathematics or Accounting

  • 2+ years’ finance-related experience in either Investor Relations; Client Advisory;  HF/PE client service or Business Development is preferred, ideally in fixed income or alternatives markets

  • Must obtain Series 7,3, and 63 licenses

  • Strong proficiency in Excel spreadsheets, macros, query tools, CRM, and external databases

Qualified candidates should send resumes to ws@rockwood-search.com. Please put your Name and “Client Advisory Associate” in the subject line and attach your resume in word or PDF document form. Also include contact information, salary requirements and any applicable information in the body of the email.