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Service Associate

Portfolio Strategies Group | Rochester, NY | Full-Time

Manning & Napier is headquartered in Fairport, NY with regional offices in St. Petersburg, FLColumbus OH and Seattle, WA. Founded in 1970, we provide a broad range of investment solutions, as well as a variety of consultative services that complement our investment process. We serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations. For many of these clients, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. We are currently recruiting for an individual to join our Portfolio Strategies Group.

Summary

The Service Associate within the Portfolio Strategies Group (PSG) works in conjunction with the Service Coordinator to ensure the timely and accurate completion of requests involving the group’s Portfolio Strategists. 

Responsibilities

  • Provide general support for Portfolio Strategists including procuring presentation/meeting materials, agendas, performance, and client specific reports
  • Assist in external communications with consultants and institutional clients
  • Monitor and distribute all faxes, emails, and mass mailings for Portfolio Strategists
  • Maintain contact lists and communication details in Salesforce
  • Monitor registration and compliance requirements for the Portfolio Strategies Group
  • Assist with consultant/third party Requests for Information (RFIs)
  • Handle general administrative duties, including expense report submissions and email and RFI filings

Qualifications

  • Bachelors Degree in finance, economics, business, or related field and/or two or more years of experience in a client servicing role.
  • Proficiency with Microsoft office programs and CRM software (Salesforce preferable)
  • High attention to detail
  • Strong written and verbal communication skills
  • Ability to multi-task and prioritize, work independently, and problem solve in a fast-paced client service environment

Apply Now


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