Analyst/Associate, Client Communities
Core
Manage client communities, support business development and retention activities, and provide analytical/operational support to Regional Directors.
Role type
Client Communities Associate (Financial Services)
Builds
Client engagement programs, webinars, and community events
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
CRM management, data entry and integrity, event planning, market research, financial reporting, survey execution, webcast coordination
Preferred skills
Investment philosophy knowledge, public speaking, webinar hosting
Technologies
Excel, Word, PowerPoint, CRM systems
Responsibilities
Manage Communities inbox and field client queries; maintain CRM database and ensure data integrity; assemble reporting and insights for meetings and events; research and qualify marketing lists; manage waitlists and group interests; support Regional Directors with day-to-day community activities; coordinate internal teams for events and communications; answer ad hoc investment questions for Financial Advisor clients; prepare to present investment updates and co-host webinars.
Seniority
Associate, entry-level to mid-level IC