Client Relations Associate
Core
London-based Associate supporting the Middle East Sales Team in Global Client Relations, serving as a dedicated point of contact for client inquiries and managing the client onboarding process.
Role type
Client Relations Associate
Builds
Client relationships, reporting packs, and commercial agreements for the Middle East client base.
Domain
Alternative Investment Management / Financial Services
Deliverable
client delivery
Required skills
Client service, CRM management, investor relations, investment operations, project support, trade reconciliation, commercial agreement management, regulatory compliance coordination
Preferred skills
Middle Eastern market knowledge, Arabic language skills, CFA/CAIA qualifications, AI tool familiarity
Technologies
CRM systems, AI tools
Responsibilities
Serve as a dedicated point of contact for all day-to-day client inquiries; Maintain CRM system with client records, activity and pipeline; Support the Middle East Sales team on projects impacting existing client base and prospective pipeline; Manage client onboarding process by providing support and direction for complex investor transactions; Coordinate prospect/client portfolio reviews, operational due diligence meetings, RFP and DDQ completion, roadshows, outreach campaigns, annual conferences, client update calls and trade reconciliations; Deliver customized, standardized and ad-hoc reporting to our Middle East client base; Direct ongoing client subscription and redemption process ensuring flows are communicated in a timely and accurate manner; Organize and implement new commercial agreements and the ongoing maintenance of these agreements; Coordinate client restriction list implementation, trade error notification and side letter attestation process in conjunction with Man Compliance team.
