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Client Relations Associate - Newtown, United States - IPS, LLC
Description
Job Description
Job DescriptionPosition
Client Relations Associate
Job Description
Full-time (in-office) associate position for an institutional investment consulting firm in Newtown, PA.
Summary
The Client Relations Associate ("Associate") is expected to assist the Client Relations Department and senior executive investment professionals in all aspects of client services related to pension and other investment funds.
Primary Responsibilities
Skills
The Candidate must be detail-oriented and possess the ability to multi-task. He/She will be expected to demonstrate good communication and organizational skills, and project a professional image through in-person, telephone, and email interactions with coworkers and business partners. The Candidate must possess a strong work ethic and work well in a team environment. Due to the nature of the industry, workflow will vary based on various factors such as client meetings/schedule, reporting production cycle, and market fluctuations.
The Candidate must be experienced in using computer programs including Microsoft Office (Excel, Word, PowerPoint, and Outlook) as well as Adobe.
Requirements
Candidate must have a business degree from a four-year college or university.
Employment Benefits
• Major Medical / Hospitalization
• Dental
• Life Insurance (two times salary up to $125,000 maximum)
• Short-Term Disability
• Long-Term Disability
The company pays for all of the individual employee coverages listed above.
Dependent coverage may be paid by the employee through payroll deduction.
• Paid Holidays
• Paid Vacation – based on length of service
• 401(k) Plan – eligible after 6 months service
We are an equal opportunity employer. Our policy of no discrimination in the assessment of a person's qualifications is applied without regard to race, religion, age, sex, handicap, or country of origin.
Company DescriptionInvestment Performance Services, LLC ("IPS") is an independent, full-service investment consulting firm that provides education, proactive advice, and customized solutions to employee benefit plans throughout the United States. The mission of IPS is to embrace best industry practices in governance, ethics, and professionalism. Our services are designed to help clients make informed decisions in order achieve their investment goals.
