Client Specialist

Pittsburgh, PA 15219

Posted: 10/08/2018 Employment Type: contract Industry: ACCOUNTING/FINANCE Job Number: 17157
Marketing & Client Service Analyst (MCSA) / Client Specialist
Downtown, Pittsburgh, PA

The MCSA / Client Specialist will be responsible for running and/or sourcing data, updating PowerPoint slides, working with Distribution partners to determine presentation content, and coordinating printing and shipping of materials.

The role will also work closely with Marketing on any custom content required for presentations.

The position is then expected to transition to Client Service, continuing these tasks as well as taking on additional client-focused responsibilities.

The Client Service Analyst provides client service, portfolio analysis and reporting for clients and consultants and also provides support to the Relationship and Consultant Relations Managers.

Client Service Analysts are responsible for a specific book of clients or consultants and also work closely with Relationship Management and Consultant Relations teams, Investment Teams,

  • BS/BA or equivalent work experience.
  • Interest in or progress toward CFA or MBA preferred.
  • Internship to 2 years financial services support experience
  • Adaptable and resourceful, very well organized, accurate and able to thrive in a fast paced environment.
  • Superior written and verbal communications skills required as the role has client contact.
  • Strong PowerPoint and Excel skills

Marketing & Client Service Analyst (MCSA) / Client Specialist - 17157
Oxford Solutions is a professional staffing firm that specializes in the placement of talented professionals into challenging, career-enriching opportunities. We're based in Pittsburgh, PA, but we have openings with major clients located nationwide. We provide multiple avenues of employment to include contract, contract-to-hire and direct placement. Our well-trained staff of recruiters will work with you to help land your first job or your dream job and strive to always affect people's lives in a positive way.

Victoria Birchok

Apply Online
Apply with LinkedIn Apply with Facebook Apply with Twitter

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.