Client Services Associate - RFP Writing jobs in United States
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Ascendo Resources · 14 hours ago

Client Services Associate - RFP Writing

positionLivingston, NJ
timeFull-time
remoteOnsite
seniorityMid Level
money$90K/yr - $110K/yr
date3+ years exp

Ascendo Resources is a leading institutional asset management firm seeking a highly motivated and detail-oriented professional to join their Client Service and Business Development team. The role focuses on preparing client-facing documents and reports, supporting RFP processes, and assisting with the development of materials for client meetings.

Human ResourcesStaffing Agency
Hiring Manager
Dan Johnson
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Responsibilities

Create and maintain reports for clients, consultants, and prospective clients
Assist in the preparation of RFP responses and questionnaires, including drafting content, gathering data, and compiling detailed support materials
Contribute to the development and execution of email campaigns
Manage and update consultant databases
Utilize third-party portfolio analysis tools to gather insights and generate reports
Help prepare presentations and meeting materials for clients and consultants

Qualification

RFP experiencePortfolio analysisMicrosoft Office SuiteOrganizational skillsTime managementTeam collaboration

Required

Bachelor's degree in Finance, Economics, Business, Math, or a related field
At least 3 years of experience in a professional office setting, preferably within the finance industry
Previous exposure to RFPs and related processes preferred
Experience with portfolio analysis and performance data is a plus
Proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, Access, and Outlook
Strong organizational and time management skills
Ability to work collaboratively in a team-oriented environment

Preferred

The ability to work effectively in a fast-paced environment is essential

Benefits

Competitive compensation
Healthy work/life balance

Company

Ascendo Resources

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Glassdoor3.5
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Ascendo Resources is a staffing and recruiting company providing accounting, finance, and it recruiting services.
dateFounded in 2009
location
Coral Gables, Florida, USA
people-size201-500 employees
web-link
http://ascendo.com

Funding

Current Stage
Growth Stage

Leadership Team

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Scott Berger
Co-Founder of Healthcare Operations
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Brandie Jimenez
Partner at Ascendo Resources
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Recent News

TecHR Series
Ascendo Resources Celebrates Company-Wide Team Member Promotions
2022-02-01
Company data provided by crunchbase