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Client Communications Associate

Fanning Personnel
Boston, Massachusetts, US
Full-time

Responsibilities :

If you want to know about the requirements for this role, read on for all the relevant information.

  • Be responsible for writing responses to Requests for Proposals and Client Questionnaires.
  • Ensure prompt distribution of client reporting and consultant deliverables.
  • Work with client service, reporting, and consultant relations.
  • Write RFPs to support Business Development.
  • Assist with research for market commentary and data projects.
  • Develop strong knowledge of firm's products and services.
  • Drive development of RFP database.

Qualifications :

  • 1-3 years of investment management experience with RFPs, client reporting, or similar.
  • Excellent writing and editing; strong attention to detail.

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16 days ago
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