Client Services Writer
Beacon Hill Staffing Group
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Client Services Writer 1 - Hybrid / Boston, MA
Overview:
We are assisting our client, an investment management company, in their search for a detail-oriented writer with experience in RFPs and client reporting within the investment industry. This role involves drafting, editing, and managing questionnaires, working closely with internal teams to ensure accuracy and clarity in responses.
Responsibilities:
Draft, edit, and proofread various client questionnairesCollaborate with internal teams to ensure accurate contentManage and update firm/product information in internal systemsUtilize Excel-based tools to generate reports and dataSupport ad hoc writing and reporting projects as neededQualifications:
Bachelor's degree with 2+ years of RFP/writing experience in investments preferredMBA or CFA preferred but not requiredExperience with Qvidian is a plus FT1404162TB_1739207082 To Apply for this Job Click Here
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