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Client Service Specialist
2 months ago
About Goodman Masson
Goodman Masson is a leading provider of specialized services, including Fiduciary Management, Investment Advisory, and Asset Management. We are seeking a talented and motivated Client Analyst to join our team in a key role.
Job Summary
The Client Analyst will play a crucial role in supporting our existing clients and driving the growth of our Fiduciary Management and Investment Advisory business. Key responsibilities include:
- Collaborating with senior Relationship Managers to provide exceptional service to clients.
- Attending client meetings, managing workflow, and contributing to cross-functional projects.
- Supporting senior team members in raising market awareness of our brand and capabilities, including assisting with RFP processes, developing marketing materials, and building relationships with consultants and prospects.
Requirements
To be successful in this role, you will need:
- 2-3 years of experience in investment management, investment consulting, fiduciary management, or a similar firm.
- A self-starter with an entrepreneurial mindset and a passion for driving business growth.
- A strong understanding of financial markets and investments.
What We Offer
At Goodman Masson, we value equity and strive to make our recruitment process accessible to all. If you meet the above criteria, we encourage you to apply and suggest a convenient time for a follow-up call.
