Client Services Writer Job at Beacon Hill in Boston

This range is provided by Beacon Hill. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$33.00/hr - $37.00/hr

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:

1. Draft, edit, and proofread various client questionnaires
2. Collaborate with internal teams to ensure accurate content
3. Manage and update firm/product information in internal systems
4. Utilize Excel-based tools to generate reports and data
5. Support ad hoc writing and reporting projects as needed

Qualifications:

1. Bachelor's degree with 2+ years of RFP/writing experience in investments preferred
2. MBA or CFA preferred but not required
3. Experience with Qvidian is a plus

Seniority level: Entry level

Employment type: Full-time

Job function: Accounting/Auditing

Industries: Investment Management

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