Junior Client Strategist
Core
Support Client Strategists and specialist teams in developing and executing strategic plans for key clients, utilizing data analysis and research to identify transactional opportunities and improve client knowledge.
Role type
Junior Client Strategist (Internal Strategy & Research)
Builds
Strategic plans for key clients, client cultivation initiatives, and cross-departmental transaction opportunities
Domain
Art & Luxury Goods / High Net Worth Client Services
Deliverable
dashboards & analysis
Required skills
Data analysis, Excel proficiency, Research, Strategic planning, CRM management, Presentation creation, Data accuracy
Preferred skills
Art market experience, Digital platform knowledge, Innovation mindset
Technologies
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, CRM systems, Digital/AI tools
Responsibilities
Support research on prospective clients and opportunities; Assist with strategic sale-related support including pre-sale targeting and post-sale follow-up; Monitor and share event/travel/visit opportunities; Prepare data for top client reviews and meetings; Review Collector/Rich lists to ensure data accuracy and identify new clients; Create meeting briefs, family trees, and presentations; Ensure CRM data integrity; Assist in identifying cross-departmental transaction opportunities; Support invitation list building for bespoke events; Review "at risk" clients.
Seniority
Junior, 3+ years experience