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- Bachelors degree
- Experience working with CRM database systems; experience with Salesforce a plus
- Strong Excel skills
- Must be motivated, self-directed and proactive
- Excellent organizational skills and strong attention to detail
Client Services Analyst - New York, United States - Coda Searchstaffing
Description
Our client, a leading private equity firm, is looking to add a Client Services Analyst to their growing New York City team. The role itself will be a mix of Fund reporting, capital calls, interfacing with third party administrator, preparing client account summaries, and RFPs/ RFIs.
The ideal candidate will have 1-3 years of experience in a client facing role.
Requirements: