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 managing client onboarding, reporting, and commercial agreements.
Role type
Client Relations Associate (Contract)
Builds
Client relationships, reporting packs, and commercial agreements 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), project coordination, reporting
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 all day-to-day client inquiries; Maintain CRM system with client records, activity and pipeline; Support the Italian team on projects impacting the existing client base; Manage client onboarding process for complex investor transactions; Coordinate prospect/client portfolio reviews, operational due diligence meetings, RFP and DDQ completion; Deliver customized, standardized and ad-hoc reporting to the Italian client base; Direct ongoing client subscription and redemption process; Organize and implement new commercial agreements.
Seniority
Associate, contract
