Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Client Services Associate role supports an Investment Management firm by managing client interactions and account activities to ensure client satisfaction and operational efficiency.
Responsibilities and impact
The associate will serve as the main client contact, handle communications, participate in client meetings, manage account activities including compliance documentation, and prepare meeting materials and reports.
Experience and skills
Candidates need a bachelor's degree, 5 years of relevant experience, strong ethical standards, excellent communication skills, attention to detail, reliability, and a growth-oriented mindset.
Company information
The hiring company is an Investment Management firm.
Job location and travel
The role follows a hybrid work schedule.
Company overview
Nextera Search is a specialized executive search and recruitment firm focused on connecting top-tier talent with leading organizations across various industries. The company generates revenue by providing tailored recruitment solutions, including retained and contingency search services, leveraging its extensive network and expertise to match clients with high-caliber professionals. Founded with a commitment to excellence, Nextera Search emphasizes building long-term relationships with both clients and candidates, ensuring mutual success. Candidates should note the firm's reputation for precision in identifying leadership talent and its client-centric approach to recruitment.
How to land this job
Tailor your resume to highlight your experience in client liaison roles, emphasizing your ability to coordinate with internal teams and respond promptly to client inquiries, which is central to the Client Services Associate position at Nextera Search.
Showcase your strong communication skills by including examples of professional correspondence, meeting participation, and detailed note-taking, as these are key responsibilities in the job description.
Apply through multiple channels such as Nextera Search's corporate careers page and LinkedIn to maximize your chances of being noticed for this hybrid role.
Connect on LinkedIn with current employees in Nextera Search's client services or investment management teams. Use ice breakers like commenting on recent company news, asking about their experience with client engagement, or expressing enthusiasm for the firm's client-focused approach.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client liaison,' 'account management,' 'AML,' 'KYC compliance,' 'meeting preparation,' and 'client reporting' to ensure your application passes initial screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications across multiple platforms, identify relevant LinkedIn contacts to network with, and optimize your resume for ATS, allowing you to focus your time on preparing for interviews and professional growth.
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