Client Relations Associate
Core
Provide associate-level support for the US Sales Team, managing client inquiries, onboarding, reporting, and commercial agreements.
Role type
Client Relations Associate (Sales Support)
Builds
Client relationships, reporting packs, and commercial agreements for the US Sales Team
Domain
Financial Services / Alternative Investment Management
Deliverable
dashboards & analysis
Required skills
Client relationship management, CRM administration, reporting, onboarding coordination, commercial agreement management, trade error notification, side letter attestation
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 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 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 meetings, RFP and DDQ completion, roadshows, outreach campaigns, annual conferences and client update calls; Deliver customized, standardized and ad-hoc reporting to the North American client base; Direct ongoing client subscription and redemption process; 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
Seniority
Associate, individual contributor