Client Relations Associate (Italian Speaker) - 12m FTC
Core
Associate-level support for the Global Client Relations team, serving as a dedicated point of contact for Italian clients and supporting the Italian Sales Team.
Role type
Client Relations Associate
Builds
Client onboarding, portfolio reviews, commercial agreements, and reporting for the Italian client base.
Domain
Alternative Investment Management
Deliverable
client delivery
Required skills
Italian fluency, client relations, CRM management, regulatory awareness (AIFMD, MiFID II), investor transaction support, reporting, commercial agreement management
Preferred skills
CFA/CAIA study, AI tools familiarity, Salesforce
Technologies
Salesforce, Microsoft Office (PowerPoint, Word, Excel)
Responsibilities
Serve as a dedicated point of contact for client inquiries; Maintain CRM system with client records and coordinate reporting; Support the Italian team on strategic initiatives; Manage client onboarding for complex transactions; Coordinate portfolio reviews, due diligence, and roadshows; Deliver customized reporting; Manage subscription and redemption processes; Organize commercial agreements.
Seniority
Associate, contract
