Client Service Manager

Kennedy Capital Management (KCM) is a St. Louis-based boutique investment firm with a 40-year track record in small- and mid-cap domestic equity.  We're hiring a Client Service Manager to own the production of prospect and client materials, lead RFP/RFI/DDQ responses, and help us bring more automation and efficiency to how this work gets done.  This role works alongside our Client Relationship Manager as part of a two-person Client Services team.

What You'll Do:

• Produce and maintain client-facing materials - pitchbooks, presentations, and collateral - with a high bar for accuracy and polish.
• Monitor the shared client communications inbox and respond promptly to client, consultant, and prospect inquiries (shared core daily responsibility).
• Own the recurring operational work that keeps client service running:  data pulls, report distribution, meeting logistics, etc. We expect this person to do the work well and look for ways to make it faster, more accurate and automated over time.
• Lead responses to RFPs, RFIs, and DDQs, partnering w/investment, operations, and compliance to deliver complete, on-time submissions.
• Serve as primary point of contact for clients, consults, and prospects, coordinating communications and on-site meetings.
• Identify opportunities to streamline how the team works - including AI tools, building reusable content libraries, and reducing manual steps in recurring workflows.  We've built a strong foundation; we're looking for someone who can help build on it.
• Partner w/the broader business development team on ad hoc projects and requests.  

What We're Looking for:

• Relevant experience in institutional client service for an asset manager.  We're open to candidates at different career stages and will calibrate scope and compensation accordingly.
• Excellent written and verbal communication. 
• Strong project management instincts and high tolerance for detail-oriented recurring work. You take pride in doing routine work well and look for ways to improve it over time.
• A bias toward process improvement.  If you've used AI tools, scripting, or templating to make a recurring task faster, we want to hear about it.
• Comfort w/MS Office and Adobe required; familiarity w/Salesforce, FactSet, or UBS Holt is a plus.
• A Bachelor's degree and/or asset management licensing (Series 7, 63, 65, etc.) is a plus.
• Discretion w/confidential information and a strong compliance mindset.  Equally comfortable working independently or as part of a team.

Why KCM?

• A boutique environment where your work is visible, your ideas are heard, and you can see the impact of what you build.
• Competitive compensation with a quarterly bonus.
• Flexibility, wellness incentives, and support for work-life balance.
• Excellent benefits with a strong 401(k) and generous company match.
• Professional development support.

Equal Employment Opportunity:

KCM is committed to maintaining a workplace where all employees have a chance to contribute to the success of the business and are valued for their skills, experience, and unique perspective.  We offer equal opportunity employment and advancement opportunities for all qualified candidates without distinction or discrimination because of race, color, sex, sexual orientation, gender identity, religion, age, national origin, disability, pregnancy, marital or family status, veteran status, genetic information, and other basis prohibited by law. This extends to all employees and applicants in all aspects.