Client Services Associate
Core
Manage inbound requests and opportunities from capital introduction teams, gather market intelligence, and support investor outreach and operational due diligence for prospective and existing investors in the Asia region.
Role type
Client Services Associate (Investor Relations)
Builds
Investor relationships and operational support for capital development and investor relations
Domain
Alternative Investment / Asset Management
Deliverable
client delivery
Required skills
CRM management, market intelligence gathering, report writing, data analysis, Excel proficiency, investor outreach support, project coordination
Preferred skills
Experience in client services, investor relations, or capital development; background in banking, asset management, or professional services
Technologies
CRM systems, Excel
Responsibilities
Manage inbound requests and opportunities from capital introduction teams; Gather peer and market intelligence and turn it into clear, actionable reports; Maintain data, including meeting notes, pipelines, and contact records; Support investor outreach across the region; Support client services requests, including subscription documents and transfers; Host operational due diligence calls; Contribute to project-based work such as RFP coordination and competitor analysis
Seniority
Mid-level, hands-on IC