Sales & Client Service Assistant

Artisan Partners

Education
Qualifications
Benefits
Special Commitments

Artisan Partners is seeking an individual to join our global distribution team as a Sales & Client Service Assistant. The ideal candidate has a strong work ethic, high attention to detail and a proven ability to function in a fast-paced environment.

Location: Boston, MA

Responsibilities

The candidate can expect to:

  • Coordinate travel arrangements, both domestic and international, and prepare expense reports
  • Assist with all aspects of meeting preparation, including briefing packet production and the printing and binding of presentation materials used in client, consultant, and prospect meetings
  • Maintain CRM database to ensure all mailing lists, contacts, pipelines, and notes are properly documented and up-to-date
  • Assist with production of data for internal legal, distribution and management reporting needs
  • Support the team’s coordinators’ interactions with various internal departments to assist with client and custodian inquiries
  • Assist with ad hoc projects

Qualifications

The successful candidate will possess the following attributes:

  • 3+ years in the financial services industry
  • Proficiency in MS Office (including Outlook, Word, Excel and PowerPoint) and Adobe Acrobat Distiller
  • Experience with Salesforce or other CRM
  • Strong work ethic and high attention to detail
  • Superior ability to organize priorities and multitask effectively
  • A proactive and resourceful approach to problem solving in the face of shifting priorities or unanticipated events
  • Willingness and ability to identify ways to add value beyond routine job responsibilities

Privacy Notice for California Applicants

Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.

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Confirmed 8 hours ago. Posted 30+ days ago.

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