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Client Services Coordinator

Position: Client Services Coordinator*

*Depending upon the credentials and experience of candidates who apply for this role, we will either hire an individual who is qualified as a coordinator (more entry level) or a specialist. A specialist has additional years of experience and would be eligible for a higher starting base salary.

Location: Louisville, KY

Status: Full-Time

Reports To: Chief Business Development Officer

Job Description:  Provides administrative support for the Business Development department through task completion associated with client service / administration, reporting, data maintenance, support on special projects, and the efforts of the firm’s Solutions Research Group (SRG)

Primary Responsibilities:

Client Service / Administration Support

  • Coordination of portfolio manager/client service calls with advisors and small account clients
  • Coordination of regular client deliverables, questionnaires, and commentary
  • Coordination of administrative client requests and responses
  • Coordination of the new client-on boarding process

Responsible for maintaining Business Development reporting

  • Creation, delivery, and improvement of standard reports
  • Creation, delivery, and improvement of Executive Summary reports

Responsible for oversight of all department data

  • Ensure all client data in Satuit is current and accurate
  • Ensure effective coordination of Satuit utilization and maintenance
  • Audit missing meeting notes

Workflow Oversight

  • Oversight of all administrative workflow within the department
  • Support effective communication between Business Development and other IBGs/FSGs

Support the Solutions Research Group

  • Support and coordinate SRG meetings and materials
  • Create and maintain documentation for new products
  • Use eVestment for peer analysis
  • Maintain SRG master documents and binders
  • Update SRG portion of Executive Summary

Knowledge, Skills & Abilities:

  • Working knowledge of the asset management industry
  • Working knowledge of project management processes and procedures
  • Strong knowledge of Microsoft PowerPoint, Word, Excel and other software and systems specific to the department
  • Strong understanding of, and commitment to, firm culture
  • Ability to prioritize time and tasks with manager input
  • Ability to listen and follow instruction
  • Strong attention to detail
  • Strong critical thinking skills
  • Strong written and oral communication skills
  • Advanced organizational skills
  • Advanced interpersonal skills
  • Ability to effectively delegate responsibilities
  • Ability to work in a dynamic environment
  • Ability to form sound opinions through good judgment and effective reasoning
  • Exhibits steadfast professional maturity and intellectual honesty

Experience & Qualifications:

  • Two to three years of relevant industry experience
  • Bachelor’s degree in a related field required

 

Applicants are asked to include a cover letter with their application.

To apply, please email careers@riverroadam.com

River Road Asset Management is an equal opportunity employer and a drug free workplace.