Associate – Client Relations - Benelux
Core
Support Client Relations Advisors in servicing institutional, retail, and private clients across Benelux and Nordics, acting as the central point of reference for internal and external contacts.
Role type
Client Relations Associate
Builds
Client relationships and business development efforts for the Benelux and Nordics region
Domain
Asset Management / Financial Services
Deliverable
client delivery
Required skills
Client relationship management, cross-functional coordination, client reporting preparation, CRM management, sales and recurring report generation, new account take-on coordination, prospecting support
Preferred skills
IMC certification, prior professional work experience in financial services, ability to interact with senior management, proficiency in Microsoft Office suite
Technologies
Salesforce, Microsoft Excel, Microsoft PowerPoint, Microsoft Word
Responsibilities
Act as first point of contact for client inquiries and collaborate with colleagues to resolve product, operational, legal, and billing issues; Ensure smooth progression of the client relationship lifecycle from introduction to ongoing support; Partner with Advisors to build trusted client relationships and advocate for prospects; Coordinate and oversee client service and prospecting materials including presentations, RFPs, and reports; Oversee the new account take-on process by coordinating with Legal, Portfolio Management, and Operations; Provide post-sales support using fund updates, manager commentaries, and charts; Generate monthly sales and recurring reports; Maintain client files and CRM databases; Provide feedback to management on market conditions and competitor information
Seniority
Junior, entry-level professional