Senior Client Services Associate (Intermediary Distribution)
Core
Lead client and prospect engagement for complex inquiries, drive RFP and presentation processes, and manage CRM data integrity for an intermediary distribution team.
Role type
Senior Client Services Associate (Intermediary Distribution)
Builds
Customized client reports, RFP responses, and competitive analysis materials for high-profile clients.
Domain
Asset Management / Investment Consulting
Deliverable
client delivery
Required skills
Client relationship management, RFP response management, CRM data management, cross-functional coordination, product expertise, mentoring
Preferred skills
MBA, CFA, advanced degree
Technologies
Salesforce
Responsibilities
Lead client and prospect engagement, Drive the RFP and presentation process, Manage CRM and client data integrity, Oversee day-to-day communications, Partner cross-functionally, Contribute to sales and marketing strategy, Maintain deep product expertise, Mentor and support junior staff
Seniority
Senior, hands-on IC