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 their onboarding, reporting, and operational processes.
Role type
Client Relations Associate
Builds
Client relationships, reporting packs, and operational workflows for the Italian client base
Domain
Alternative Investment Management
Deliverable
client delivery
Required skills
Italian fluency, client relations, CRM management, investor onboarding, regulatory awareness (AIFMD, MiFID II), 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
