Client Relations Associate

Job description

The position of Client Relations Associate offers the opportunity to provide associate-level support to the U.S. sales team.

Tasks

The specific responsibilities include:

• The following individuals serve as points of contact for day-to-day customer inquiries:
• Maintain the CRM system, including customer information, activities, and the sales pipeline, and coordinate all ad hoc requests and ongoing reports to senior management
• Support the U.S. sales team on all projects related to the existing customer base and collaborate with various internal stakeholders to improve the team's efficiency
• Manage the customer onboarding process by providing support and guidelines for complex investment transactions
• Coordinate and prepare client presentations, client testimonials, and due diligence meetings
• Provide customized, standardized, and ad hoc reports to our North American customer base
• Carry out the onboarding process and ongoing maintenance of these agreements to ensure that all information flows are communicated in a timely and accurate manner
• Perform other related tasks, such as coordinating customer restrictions, trading errors, and changes to trade notes in collaboration with the compliance team

Requirements

The most important requirements are:

• Interest in active and alternative asset classes, including systematic and discretionary public equities and bonds (long-only and hedge funds), managed futures, private equity, and real estate (directly and through funds)
• 1–3 years of experience in a similar role, experience at a financial services company
• Excellent organizational and time-management skills to succeed in a high-pressure, fast-paced environment
• The ability to build strong working relationships with customers, prospects, and people at all levels of the company requires strong interpersonal and communication skills
• Advanced Microsoft skills (PowerPoint, Word, and Excel), familiarity with Salesforce, MMO, and other sales management tools

We offer

The company offers:

• A comprehensive compensation package that includes a base salary in the range of 80,000–110,000 USD
• A comprehensive benefits package that includes competitive vacation time, pension/NRR, HLI, long-term disability benefits, group health insurance, enhanced parental leave, and long-term service benefits
• A work environment that promotes quality and equal opportunities