Client Relations Associate

Job description

Tasks

• Serve as a dedicated contact person for all daily customer inquiries
• Maintain CRM system with client records, activities and pipeline and coordinate all ad hoc requests and ongoing reporting to senior management, including annual business plans and monthly/quarterly reports and reporting
• Support the US Mid-Sales team in ensuring that all projects affecting the existing client base and collaborate with various internal stakeholders to achieve strategic goals; improve the overall efficiency of the team
• Manage onboarding process by providing support and guidance for complex investor transactions
• Coordinate customized, standardized and ad hoc reporting to our North American client base
• Client onboarding: Manage the client onboarding process to ensure they are completed in a timely and accurate manner
• Negotiate and manage new commercial agreements and the ongoing maintenance of these agreements (intermediaries, rebates, platform, custodian bank agreements, etc.)
• Coordinate the implementation of customer restriction lists, trade error notification and side letter process in collaboration with the US customer service team

Requirements

• Interest in all alternative asset classes, including systematic and discretionary public equities and fixed income (long-only and hedge funds), managed futures, private equity and real estate
• Financial knowledge: 2+ years of experience in a similar role; experience in a fast-paced investment management or advisory firm
• Excellent organizational and time management skills to thrive in a high-pressure, fast-paced environment
• Ability to build strong working relationships with clients, prospects and individuals at all levels of the organization
• Advanced Microsoft skills (PowerPoint, Word and Excel). Familiarity with Salesforce, MDM and other sales management tools is an advantage

We offer

• Anticipated base salary range: $95,000-$105,000 + benefits * = a discretionary bonus
• An environment that promotes equal opportunities
• Opportunities to make a difference through our charitable and global initiatives while advancing your career through professional development and flexible work arrangements
• Two annual 'meaningful days' of paid leave for community service
• Comprehensive benefits package, including competitive salaries, 100%+ life and long-term disability insurance, group RRSP payment, extended parental leave and long-term vacation