Client Service Associate

🕒 6 days ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $140k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

📁 Client Services

👻 Ghost score 8%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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ShortList Recruitment Limited

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2013

💼 Consulting

📣 Marketing

🎯 Recruiter

Consulting • Marketing • Recruitment

ShortList Recruitment Limited is a recruitment agency that specializes in matching skilled candidates with job opportunities. They operate as strategic resource partners, aligning their services with client values and performance objectives. ShortList focuses on various industries and job roles, including technology positions such as software engineers and product marketing managers, providing expert hiring insights and support to both candidates and organizations.

📋 Description

• Support senior Business Development leaders across a growing book of institutional relationships • Prepare client reports, performance materials, and pitchbooks • Coordinate client onboarding and day-to-day service activity • Work with investment data across fixed income and equity strategies • Represent the firm in front of institutional clients • Support client meetings, calls, and webinars, including preparation, materials, and follow-up • Coordinate across investment, operations, analytics, marketing, and compliance teams to meet client deadlines • Track service requests, action items, and CRM records • Grow toward relationship management or business development

🎯 Requirements

• Up to three years of experience in financial services, client service, or sales support; strong internship experience will be considered • Bachelor’s degree in finance, economics, business, or a related field, or an equivalent combination of education and experience • Genuine interest in investments, portfolio management, or financial institutions • Familiarity with investment products, client reporting, or sales support materials is a plus • Knowledge of credit union or bank investment regulations is helpful but not required • Comfortable managing multiple priorities and deadlines in a fast-moving, collaborative environment • Able to produce polished, accurate, client-ready reports, decks, and presentation materials • Capable of supporting client meetings, calls, and webinars, including preparation, materials, and follow-up • Experienced in building and maintaining sales materials such as pitchbooks, proposals, fact sheets, and educational presentations • Confident coordinating across investment, operations, analytics, marketing, and compliance teams to hit client deadlines • Skilled at tracking service requests, action items, and CRM records • Strong Microsoft Office skills, especially PowerPoint and Excel • CRM or reporting tool experience is a plus • Candidates from asset managers, investment advisory firms, bank or credit union investment programmes, or financial-services client service teams are ideally sought • Must be a U.S. Citizen or Green Card Holder • Applications requiring sponsorship cannot be considered at this time

🏖️ Benefits

• Fully remote work arrangement • Occasional trips to the Head Office in Dallas, Texas