Client Relations Associate
Core
Provide associate-level support for the US Sales Team by managing client onboarding, maintaining CRM records, coordinating reporting, and facilitating client interactions.
Role type
Client Relations Associate (Sales Support)
Builds
Client relationships, operational workflows, and reporting packages for the US Sales Team
Domain
Financial Services / Alternative Investment Management
Deliverable
client delivery
Required skills
Client onboarding management, CRM administration, reporting coordination, commercial agreement maintenance, trade error notification, stakeholder coordination
Preferred skills
Knowledge of active alternative asset classes (equity, fixed income, managed futures, private credit, real estate), familiarity with Salesforce and MMD
Technologies
Salesforce, MMD, Microsoft Office (PowerPoint, Word, Excel)
Responsibilities
Serve as a dedicated point of contact for client inquiries; Maintain CRM system with client records and pipeline; Support US Sales team on projects impacting the client base; Manage client onboarding for complex investor transactions; Coordinate portfolio reviews, due diligence meetings, and roadshows; Deliver customized reporting to the North American client base; Direct subscription and redemption processes; Organize and maintain commercial agreements
Seniority
Associate, hands-on IC