Client Relations Associate
Core
Provide associate-level support for the US Sales Team by managing client onboarding, maintaining CRM records, and delivering customized reporting to the North American client base.
Role type
Client Relations Associate (Sales Support)
Builds
Client support workflows, CRM data integrity, and operational reporting for the US Sales Team
Domain
Financial Services / Alternative Investment Management
Deliverable
client delivery
Required skills
Client onboarding management, CRM system administration, reporting generation, commercial agreement coordination, 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 Excel, Microsoft PowerPoint, Microsoft Word
Responsibilities
Serve as a dedicated point of contact for day-to-day client inquiries; Maintain CRM system with client records, activity, and pipeline; Support the US Sales team on projects impacting the existing client base; Manage client onboarding process for complex investor transactions; Coordinate prospect/client portfolio reviews, operational due diligence, and roadshows; Deliver customized reporting to the North American client base; Direct ongoing client subscription and redemption processes; Organize and maintain commercial agreements (Intermediary, Rebate, Platform, Custody); Coordinate client restriction list implementation and side letter attestation
Seniority
Associate, execution-focused IC