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Client Services Associate - RFPs

  • Job type: Permanent
  • Location: Boston, Massachusetts
  • Salary: Negotiable
  • Job reference: 222221/001_1539980239
  • Sector: Finance, Phaidon International
  • Date posted: 19/10/2018

My client, a top investment management firm in Boston with almost $100B in AUM, is seeking a Client Services Associate to join their growing firm.

This individual will be responsible for preparing RFPs and questionnaires, improving processes for working with subject matter experts, managing content in the RFP database, preparing presentation books and marketing collateral, assisting with adhoc responses, and managing and updating internal site with marketing materials.


  • 3-5 years of related experience
  • Strong communication skills
  • Sell motivated and ability to prioritize
  • Ability to work both independently and in a team
  • Experience with Qvidian RFP tool and eVesetment Omni