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Client Services Specialist - RFPs

  • Job type: Permanent
  • Location: Boston, Massachusetts
  • Salary: Negotiable
  • Job reference: 233751/001_1541095121
  • Sector: Selby Jennings, Sales and Marketing
  • Date posted: 01/11/2018

A top privately-held financial institution in Boston is seeking a Client Services professional to join their Global RFP team.

This individual will be responsible for preparing RFPs, RFIs, 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.

This professional will support the investor services business development efforts of the relationship management and sales teams, liaising with departments around world to provide global support to the local teams.


  • 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
  • Significant knowledge of Alternatives products
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